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advisor consultant California

47 advisor consultant jobs found

HUB International
06/29/2026  
Senior Risk Consultant
ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About the Role HUB International’s Risk Services Division (RSD)...
HUB International Culver City, CA Full Time
Voya Financial
06/24/2026  
Associate Client Advisor
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...
Voya Financial Walnut Creek, CA Full Time
The Hartford
05/19/2026  
Sr. Field Risk Engineering Consultant- So Cal
Sr Consultant Risk Engineering - KR08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect what...
The Hartford Brea, CA Full Time
HUB International
05/03/2026  
Pharmacy Consultant
As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client Management teams. This role acts as the pharmacy benefits subject matter expert; providing deep knowledge of the pharmacy space and a level of clinical independence to drive new client growth and increased retention. This individual will be responsible for consultative support, focusing on designated strategic size clients depending on the specific market. This role may work remotely but may require up to 50% travel. Major Responsibilities   Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical...
HUB International Newport Beach, CA Full Time
EPIC Insurance Brokers & Consultants
07/01/2026  
Client Executive- Commercial Insurance Real Estate
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...
EPIC Insurance Brokers & Consultants Newport Beach, CA
EPIC Insurance Brokers & Consultants
07/01/2026  
Client Executive- Commercial Insurance Real Estate
  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...
EPIC Insurance Brokers & Consultants Los Angeles, CA
HUB International
06/27/2026  
Regional Sales Executive - Broker
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Job Summary The Regional Sales Executive (RSE) is responsible for reactivating and managing all non-active brokers within the Central Coast and Northern California territories. This is a full-cycle sales role requiring independent judgment, strategic territory planning, and consultative expertise: the RSE owns every stage of the broker relationship—from initial outreach and re-engagement through...
HUB International Westlake Village, CA Full Time
HUB International
06/27/2026  
Account Executive, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Executive is responsible for managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service. This position supports Producers in obtaining, maintaining, and expanding business. In partnership with Producers, this role oversees all aspects of account management, including program design, carrier...
HUB International Petaluma, CA Full Time
Travelers
06/27/2026  
Workers' Compensation Associate Senior Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Diamond Bar, CA Full Time
The Baldwin Group
06/25/2026  
Client Executive, Employee Benefits - IAS, West
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on...
The Baldwin Group Irvine, CA Full Time
EPIC Insurance Brokers & Consultants
06/23/2026  
Client Executive, Large Group
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...
EPIC Insurance Brokers & Consultants Concord, CA
The Baldwin Group
06/18/2026  
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high-touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Provide advice and support to plan fiduciaries via committee meetings in the areas of investment   selection , plan provisions, and strategic recommendations to improve the plan.   Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts        Conduct participant...
The Baldwin Group Irvine, CA Full Time
Travelers
06/18/2026  
Workers' Compensation Senior Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Rancho Cordova, CA Full Time
HUB International
06/17/2026  
Medicare & Individual Medical Services Specialist
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Senior & Individual Services Consultant supports clients in effectively managing their medical and life insurance plans. DUTIES & RESPONSIBILITIES: Establishes and maintains strong business relationships with clients and insurance carriers. Performs financial analysis. Writes Medical Plans (Quote, Present, Place Coverage): Medicare Supplement,...
HUB International Santa Maria, CA Full Time
The Baldwin Group
06/16/2026  
Benefits Technology Specialist - Insurance Advisory Solutions, West Region
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Benefits Technology Specialist works alongside the technology team and the Employee Benefits business segment by configuring and maintaining the benefits eligibility management system offered to clients. The Benefits Technology Specialist is responsible for ensuring...
The Baldwin Group Irvine, CA Full Time
ICW Group
06/16/2026  
AI and ML Platforms QA Engineer III
Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...
ICW Group San Diego, CA Full Time
HUB International
06/16/2026  
Account Executive, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Executive is responsible for managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service. This position supports Producers in obtaining, maintaining, and expanding business. In partnership with Producers, this role oversees all aspects of account management, including program design, carrier...
HUB International Los Angeles, CA Full Time
Guardian
06/04/2026  
Client Management Market Leader - West Region
Guardian is seeking a Client Management Market Leader (CMML) to lead our Advisory West team within the large market segment. This highly visible leadership role is accountable for driving client retention, profitable growth, and market impact across a portfolio of large, complex cases (2,000+ lives). The CMML will lead and develop a seasoned team of Client Executives, ensuring disciplined execution of client strategies, strengthening broker and consulting relationships, and delivering differentiated outcomes for clients and the business. The CMML provides strategic leadership and operational direction to an experienced team, ensuring consistent execution aligned to business goals. With a strong emphasis on large-case management, this role requires both strategic insight and disciplined execution to deliver sustained financial performance and exceptional client outcomes. This leader is responsible for fostering a high-performance culture, reinforcing client management...
Guardian Newport Beach, CA Full Time
Guardian
06/03/2026  
Client Executive, Advisory Market - Newport Beach, CA
Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable growth, and strong business outcomes. As the primary point of contact for clients and broker/consultant partners, the Client Executive brings a consultative, strategic approach to managing relationships, shaping client solutions, and executing strategies that deliver long-term value for both the client and the business. You Will: Own and manage a portfolio of sophisticated client accounts, delivering strong outcomes across retention, growth, and profitability Build trusted relationships with clients and broker/consultant partners, positioning Guardian as a valued, long-term partner Lead the renewal process end-to-end, including strategy development, data analysis, pricing alignment, and execution of rate actions...
Guardian Newport Beach, CA Full Time
AF Group
06/02/2026  
Senior Workers' Compensation Underwriting Consultant - Orange County/San Diego Market
This remote position, based in the Greater San Diego/Orange County area, requires weekly field travel within the assigned territory. The role is responsible for developing and managing strategic relationships with insurance agencies to drive profitable growth and maintain strong retention of existing business. The position evaluates and underwrites complex workers’ compensation risks, typically ranging from $75,000 to $500,000 in premium, exercising sound judgment within established authority levels. It also serves as a key liaison between agency partners and internal stakeholders, ensuring alignment and effective collaboration.  In partnership with leadership, this role contributes to the development and execution of the territory’s strategic agency plan, aligning agency performance with broader organizational objectives. Additionally, the role supports select Large Account Unit (LAU) accounts within the territory, underwriting new and renewal business with premiums up to $1.5M,...
AF Group San Diego, CA Full Time

 

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