69 client advisor jobs found

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

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. **Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office** Responsibilities Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth....

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines 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. Are you a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences,...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   This position requires the ability to work in the Reading, MA office.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all...

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...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES:   Customer Account Management:...

This position reports to the VP & CIO and leads the software engineering, software architecture, and application development efforts across all of Arbella’s business areas. The Head of Application Development is a senior level IT role and part of the senior leadership team. This role provides leadership, vision and direction for the Application Development organization. This position is responsible for recruiting, developing, and retaining talent, as well as ensuring the Application Development staff has the skills and capabilities to meet business needs. This leader oversees the implementation of large, strategic software engineering initiatives, ongoing maintenance, and enhancement of existing applications, and is responsible for championing best practices and ensuring initiatives achieve business outcomes. The Head of Application Development serves as a strategic leader and trusted advisor to business units across the company exhibiting a strength in building collaborative,...

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...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans and administration requirements Clients...

Description Global Legal & Compliance - Senior Real Estate Counsel    Role Overview   The Senior Real Estate Counsel is a senior legal leader responsible for providing end to end legal support for the Company’s enterprise real estate portfolio and workplace strategy. This role leads and negotiates complex, high impact real estate transactions and serves as a trusted advisor to senior executives on matters that materially affect the Company’s financial position, risk profile, and long-term enterprise footprint.   Working in close partnership with the Office of the CFO, Real Estate Solutions, and cross functional leaders, this role balances sophisticated legal judgment with commercial acumen to enable enterprise objectives, manage risk, and drive disciplined execution across the global real estate lifecycle.   Core Responsibilities Lead Complex Real Estate Transactions - Lead the structuring, negotiation, and execution of complex real estate...

As a Health and Benefits Senior Consultant you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary: The Principal Consultant will be responsible for strategic direction, resource allocation, client profitability and leadership and retention of a specified group of clients. independently lead client relationships at all levels of the client organization. The Principal Consultant also actively participates in the company’s overall leadership team including client engagement, teammate leadership and business development elements of the business. Essential Duties and Functions: Drives business results through retention and growth of existing client relationships. Maintains strategic relationships with clients, understanding clients’ key business challenges and provides thought leadership and intellectual capital for clients. Provides strong leadership with client teams. Leads client consulting teams to deliver...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Why Join Us: At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES:   Customer Account Management:...

As a Healthcare Financial/Actuarial Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. You will lead financial and actuarial engagements for a portfolio of clients and play a strategic role on complex accounts, delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts in a way that drives client action, improves plan outcomes, and strengthens WTW’s value proposition. This role offers the opportunity to work on innovative projects alongside industry leaders and to influence the future of employer-sponsored health programs.   The Role Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements. Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured,...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. At Salem Five Insurance, you will be part of a team that delivers more than just coverage, we provide peace of mind to the clients we serve. With experienced professionals across six Massachusetts offices and access to a broad network of trusted carrier partners, we work together to create tailored insurance solutions that reflect each client’s unique goals and values. Whether supporting families, businesses, or individuals with complex needs, you will play a key role in delivering clarity, care, and professionalism every step of the way. This position can be based in our Woburn, Danvers, Gloucester, Plymouth or Norwood office.  ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Account Management: Manage a diverse...