83 financial planner jobs found

Position Title Financial Planner (CFP®) - Private Banking   Location Palm Beach, FL 33480   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details:    Gainesville, FL Position Schedule / Shift: Monday - Friday 8:30 AM - 5:30 PM Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver consistent, customer-focused support. Insurance Policy Servicing & Processing...

About the Role   HUB International South Florida is   seeking   a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build   a strong foundation   in wealth management operations and client service.   You’ll   play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.   Key Responsibilities   Perform   accurate   and   timely   data entry across client accounts, custodial platforms, and internal systems   Process and manage new account applications and account maintenance requests   Execute and track money movement transactions, including transfers, distributions, and contributions   Support advisor workflows including paperwork preparation, document...

Senior Corporate Accountant About Fortegra Become a part of Fortegra, an industry leader for more than 45 years helping businesses and individuals manage risk by creating and delivering reliable insurance risk management solutions. You will join the Corporate Accounting team and play a pivotal role in preparing and analyzing operating results to provide key insights to accounting and business leaders. Fortegra operates in a highly complex insurance and accounting environment. In this role, you will gain exposure to a myriad of business arrangements and accounting transactions — making this an excellent opportunity to strengthen and hone a strong accounting and reporting skillset with direct visibility to senior leadership. This role is based at our corporate headquarters in Jacksonville, Florida, with minimal travel required. You will work at the corporate accounting level, interacting with all elements of insurance financial management — including investments, risk...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Field Case Manager This Field Case Manager we'll cover our West Palm Beach, FL region a must live in this area in order to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; through advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties. While frequent travel is...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Business S ystems An a lyst supports the te c h n ology ne e ds for the o rg a n iz a t i on.  This role is to a c t as the liaison b e tw ee n the b usiness a nd I T a nd prov i de busin e ss c r i t ic a l or c o mp l e x te c hnic a l so l ut i ons th a t me e t user n e e ds.   I mpro v e busin e ss pe r f o rm a n c e b y pr o vid i ng the t ec hnic a l a n a lys i s of busin e ss r e quir e ments (i n c lud i ng tr a nslation i nto fun c t i on a l r e quir e ments), p ri o ri t iz es of those r e qui r e men t s a nd us e r a c c e ptan c e testing.  E nsuring that c le a r, detailed and c on c ise r e quir e ments h a v e b ee n ca ptur e d .  ESSENTIAL DUTIES AND FUNCTIONS : include the following.  Other duties may be assigned. Und e rst a nding t he busin e ss pro ce sses a nd t h...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Great American is a leading provider of equine mortality insurance and related coverages, serving horse...

Job Description: **Candidate Note:  This is a remote position; however, we are specifically seeking candidates located in the Tampa or Orlando, Florida area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional...

Job Description: **Candidate Note:  This is a remote position; however, we are specifically seeking candidates located in the Miami or Ft. Lauderdale, Florida area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our South Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and professional...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1000 paid after 30 days of employment, $1500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $29,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition assistance program, professional certification reimbursement program and other professional development opportunities  ·...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Summary We have an exciting opportunity to join the SIU team as a Senior Field Security Investigator! As a Senior Field Security Investigator, you will conduct investigations of suspected cases of fraud or other illegal activities...

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 is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business. This position will have daily in office expectations and will not be filled...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Account Executive is responsible for retention of co-broker small employer group accounts by maintaining relationships with clients/health insurance carrier representatives and suggesting new lines of coverage. This is a fully remote position; however, candidates must be licensed and currently live in the central or eastern time zones to be considered. The Account Service Division (ASD) at CRC...

Position Title Branch Banking Client Consultant II - Float/Travel - Coral Gables and surrounding areas   Location Coral Gables, FL 33134-6020   Job Summary Branch Banking Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits,...

Position Title Branch Banking Client Consultant II - Deerfield Beach FL   Location Deerfield Beach, FL 33442   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s)...

Overview AmTrust Financial Services, Inc., a fast-growing commercial insurance company, has an immediate need for an in-house Paralegal to work in our Florida Staff Counsel office.   This position is hybrid 4 days a week in office out of our FL office.  Responsibilities Research and analyze law sources such as statutes, recorded judicial decision and legal articles to prepare legal documents including; briefs, pleadings, motions and appeals Compile and prepare draft discovery responses. Draft complex motions Assist in the preparation for trials, including trial notebooks, exhibits, subpoenas and witness coordination Communicate with clients, witnesses, adversaries, witnesses, court, and team members Interact with people of all levels of the company as a member of the legal team Capability to manage multiple priorities in a deadline-oriented setting Ability to handle confidential information in a...

Role Details Job Title: Senior Property Claims Adjuster (Complex, Large Loss) Location: Remote (MA, GA, MS, UT, AL, FL, IN, IA, LA, MO, NC, OK, PA, TX, WI)/ Hybrid (in Troy, MI) Employment Type: Full-Time Requisition Begin Date: 07/28/2026 Requisition End Date 10/28/2026 (Posting may close earlier if filled or business needs change.) Help us insure it Tokio Marine HCC - Public Risk Group,  a member of the Tokio Marine group of companies, is a market leader in providing specialized insurance products for municipal entities. We cover counties, cities, townships, villages, police departments, prisons, fire departments and more. We serve the growing insurance and risk management needs of medium and large governmental entities and provide property and casualty insurance coverages in multiple states. Role Overview We are seeking a Senior Property Claims Adjuster to manage complex, multi-line first party claims with a high degree of autonomy and technical...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details:    Jacksonville, FL Position Schedule / Shift: Monday - Friday 8:30 AM - 5:30 PM.  Rotating Saturday's - 9am-1pm Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver consistent, customer-focused support....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Contents Evaluator Associate PRIMARY PURPOSE : To work with management on staff development and to review work and provide diplomatic feedback to maintain quality of work product. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Prepares reports and correspondence to customers, other VeriClaim adjusters, and/or insureds. Evaluates residential and commercial contents inventories obtained by or submitted to VeriClaim on both a replacement cost and actual cash value basis....