115 client advisor jobs found

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Commercial Lines Client Advisor to join our growing team. A Commercial Lines Client Advisor is a performance driven individual that delivers insurance and advisory strategies to medium size companies and large fortune 500 companies that...

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Commercial Transportation Client Advisor to join our growing team. A Commercial Transportation Client Advisor is a performance driven individual that delivers insurance and advisory strategies to medium size companies and large fortune 500...

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 high-performing...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

As a Client Advisor (Inside Sales Rep) at ARC, you’ll step into a high‑impact inside sales role where you guide individuals through some of the most meaningful insurance decisions of their lives. You’ll be the trusted voice clients rely on as you drive sales, deliver exceptional service, and ensure a seamless experience across our Medicare and Individual lines of business. This is a fast‑moving, conversation‑driven environment where your ability to connect, educate, and recommend the right solutions fuels both client confidence and your own success. Beyond day‑to‑day sales and service, you’ll play a key role in strengthening retention, growing your book of business, and supporting broader initiatives that keep ARC innovative and competitive. You’ll collaborate with top carriers and vendor partners, stay ahead of product and market changes, and contribute to project‑based efforts that elevate the overall client journey. If you’re energized by helping people, thrive in a...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide’s Investments Legal Practice Group within The Office of the Chief Legal Officer is seeking an experienced and highly motivated attorney to join our team supporting the Department of Investments. This role is a critical partner to Nationwide’s investment professionals and provides strategic, business-oriented legal guidance on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, co-investments, secondary transactions, and related matters. The successful...

Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities Strategic...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Counsel provides expert legal advice with minimal direction and leads complex and strategic matters that carry meaningful risk to the enterprise. The role identifies and assesses legal risk, develops practical solutions where precedent is sometimes limited, and delivers clear guidance to Claims leaders on coverage, Extra Contractual reserving, settlement strategy, and documentation. The Counsel also builds strong relationships across OCLO and with business partners and serves as a steady legal voice in matters involving high...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Director of Talent Acquisition serves as a key strategic leader responsible for shaping and advancing Nationwide’s enterprise talent strategy. This Director will lead a high‑performing team—including a Talent Acquisition Manager supporting the Property & Casualty (P&C) business—and is accountable for driving long‑term vision, operational excellence, and a modernized, data‑driven recruiting function. The preferred candidate will demonstrate exceptional capability in talent market intelligence, strategic sourcing, and workforce forecasting to elevate how we attract, engage, and secure top talent at scale. This leader must excel at...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Manager, Business Insights will lead ALO’s data strategy and mature how the organization leverages data, reporting, analytics, and AI‑enabled insights to drive business decisions. This leader will introduce governance, prioritize demand, and create consistency across all reporting and analytics efforts within ALO. This role directly leads the ALO Data & Reporting team, ensuring scalable processes, clear prioritization, and excellence in execution. The manager will also partner closely with...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-ML1 Job Description Summary Do you have the desire to play a critical role in driving data-and risk-based business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce has a collaborative culture that delivers outstanding solutions and results. Our Risk professionals play a key role in transforming quantitative data analysis into meaningful insights that drive business results. As Leader, Nationwide Financial Asset Liability Management (ALM), you’ll play a critical leadership role in shaping...

Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients.  The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures.  Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities: Responsible for the day-to-day activities and interaction between the client and Huntington in terms...

Description Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. FINRA SIE and Series 6 required at time of application and you will be required to get your Series 63 within 120 day. It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program....

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support our Retirement Solutions team serving our clients in the Central Region of Ohio. Living in Ohio or in the greater Chicagoland or Detroit metropolitan area is preferred. This role will require the candidate to be a Certified Financial Planner (CFP) and they must have the FINRA 6, 63 & 65 or 7 & 66 licenses. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of individuals, working together to meet our...

Description Location: Anywhere in footprint. This position is in-office. Duties & Responsibilities: Implement Sales & Service Strategies Collaborate with Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to execute and monitor sales and service initiatives across multiple Private Bank offices. Influence, Deliver and Reinforce Training Influence and facilitate onboarding and ongoing training for all Private Banking disciplines including Wealth Advisors, Portfolio Managers, Trust Advisors and Planners to reinforce playbook execution and planning led operating model through coaching, workshops, and integration into daily practices. Analyze Performance Metrics Review team performance data and pipeline reports to identify coaching needs, operational inefficiencies, and strategic opportunities. Subject Matter Expert for Onboarding & Training Guide the design and...

Description Summary: As a Personal Lines Insurance Senior Account Executive, you will serve as a trusted advisor to high-net-worth clients, delivering exceptional service and tailored solutions for their personal insurance needs. This role demands a high level of technical proficiency, product knowledge, and independent decision-making to manage a sophisticated book of business with minimal oversight. You will take ownership of complex accounts, providing strategic guidance and advocacy to ensure clients are properly protected and confident in their coverage. You will support new business development, handle renewals, and maintain strong client relationships that foster loyalty and long-term growth. Success in this position requires the ability to prioritize effectively, respond promptly in a fast-paced environment, and collaborate seamlessly with colleagues and carriers. Your expertise will enable you to...