36 financial planner jobs found

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...

Job Posting End Date: September 27 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an Associate Actuary in our CT, MA or MI offices in a hybrid work arrangement.    This is a full-time, exempt role.   POSITION OVERVIEW:   Takes a lead role on actuarial projects. Independently conduct analytical problem solving. Employees new techniques depending on project requirements, leveraging advanced analytics where appropriate. Present results and recommended actions consistent with the business strategy of the organization. Provides guidance to junior team members in the fulfillment of their duties.   Pursuit of FCAS professional designation preferred.    IN THIS ROLE, YOU WILL:     Collaborates...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an Associate Actuary in our CT, MA or MI offices in a hybrid work arrangement.    This is a full-time, exempt role.   POSITION OVERVIEW:   Takes a lead role on actuarial projects. Independently conduct analytical problem solving. Employees new techniques depending on project requirements, leveraging advanced analytics where appropriate. Present results and recommended actions consistent with the business strategy of the organization. Provides guidance to junior team members in the fulfillment of their duties.   Pursuit of FCAS professional designation preferred.    IN THIS ROLE, YOU WILL:     Collaborates...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

Description Capstone Partners is seeking a Market Intelligence Intern to assist in the research and production of outbound market intelligence content. This individual will provide support to Capstone’s Market Intelligence team, tracking merger and acquisition (M&A) activity across a variety of sectors to be utilized by senior team members in research report production. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. The Intern’s core responsibility will be to work closely with the firm’s Market Intelligence team to collect and analyze M&A, public, and private equity data for reports. Additional responsibilities include copy editing team content and assisting senior members of the team with research projects and research...

Description As a Finance & Accounting Analyst at Liberty Mutual, you will be a key strategic partner to our innovative and growing  Excess Casualty and Mobility Solutions underwriting teams. This role is central to driving business performance through robust financial reporting, planning, and analytics.   You will be responsible for the full scope of financial and operational reporting, planning, and forecasting. In this position, you will manage complex financial analysis reports and projects, leveraging strong data stewardship and analytics to provide strategic recommendations to the leadership of these market-facing teams.   Responsibilities: Prepare and enhance critical financial and operational reports, analyses, plans, and forecasts in accordance with prescribed procedures. Act as a data steward for the teams, obtaining required data for analyses from appropriate internal (e.g., general ledger, loss warehouse) or external sources in a...

Company Details Gemini Transportation Underwriters  is a leading provider of excess liability insurance for companies in the transportation industry. We offer excess liability coverage for all types of vehicles and excess liability and railroad protection for freight and passenger railroads and public transit systems.  As part of W. R. Berkley Corporation, one of the nation’s premiere commercial lines property casualty insurance providers, we combine the resources of a Fortune 500 company with the underwriting expertise and personalized service of a specialty carrier.  We are pleased to underwrite and issue policies on behalf of Gemini Insurance Company*, also a W.R. Berkley member company, which carries an A. M. Best Financial Strength Rating of A+ (Superior) and a Financial Size Category of XV.  Company URL:             https://www.geminiunderwriters.com/ The company is an equal opportunity employee Responsibilities...

  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 Salem, MA offices. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Responsible for assisting with all customer inquiries and requests through all means including the internal ticketing system, contact center and retail branches to ensure prompt response and follow through; responsible for research and customer contact. Responsible for execution of all residential and consumer servicing functions, including: quality control of new installment loans and residential mortgage loans; processing payments and advances; issuing accurate statements and notices including rate change notifications; maintaining and adjusting...

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 RN Field Case Manager This Field Case Manager will cover our Boston, Willington, MA region and must live in this area in order to be considered . Must have an RN prefers 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work;...

Description The Loss Insights Analytics team sits within US Retail Markets Property Claims organization and is at the center of some of the most consequential decisions in our claims organization. We quantify the financial impact of changes across the full lifecycle of a claim — from first notice of loss through final resolution — including the adoption of new tools, vendors, and process innovations. We are a team of rigorous, intellectually driven analysts who believe that the right question, asked at the right time, is just as powerful as the right answer. If you are energized by complex problems, motivated by meaningful work, and want your analysis to directly shape how one of the world's largest insurers handles billions of dollars in property claims, this is your team.   **This role may have in-office requirements depending on candidate location** Candidates who live within 50 miles of Boston, MA; Portsmouth, NH; Seattle, WA; Columbus, OH; or...

  Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.   We are in the business of transforming tomorrows. Join us and transform yours. The Business   Our Health and Group Benefits business helps large and mid-size clients control soaring health and welfare plan costs, improve health outcomes, and promote employee engagement through broad-based, state-of-the-art interventions.  Our solutions can include creative health plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation...

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.     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 about.   JOB DUTIES AND RESPONSIBILITIES  include, but are not limited...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines Underwriting team is currently seeking a Underwriting Manager in our Worcester, MA or Howell, MI location. This is a full time, exempt role. This role is a hybrid opportunity. POSITION OVERVIEW Under limited supervision and with significant independent judgment, supervises and coordinates the activities of personal lines underwriting staff to facilitate the growth and profitability of personal lines business. IN THIS ROLE YOU WILL: Ensures the profitability and growth of personal lines business, including: Supervises the underwriting function to ensure timely decision making, proper risk selection, pricing, and monitoring of business....

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines Underwriting team is currently seeking a Underwriting Manager in our Worcester, MA or Howell, MI location. This is a full time, exempt role. This role is a hybrid opportunity. POSITION OVERVIEW Under limited supervision and with significant independent judgment, supervises and coordinates the activities of personal lines underwriting staff to facilitate the growth and profitability of personal lines business. IN THIS ROLE YOU WILL: Ensures the profitability and growth of personal lines business, including: Supervises the underwriting function to ensure timely decision making, proper risk selection, pricing, and monitoring of business....

Description Independently plans and monitors the completion of bookclose processes and financial reports in a deadline focused environment, while ensuring that issues are escalated as needed. Uses increasing expertise to process detailed information with high levels of accuracy and to research and apply accounting policy. Communicates effectively with other units and management to plan work, gather information, and present results. Leads efforts to continuously improve processes to produce relevant financial reports in the fastest, most efficient means possible. Responsibilities Oversees functions of the monthly, quarterly and annual book close cycles, monitoring timely completion and escalating issues for resolution. Accurately and efficiently performs accounting activities of increasing complexity. Creates increasingly complex financial statement schedules, audit support schedules and other reports in a timely manner. May perform detailed review of other...

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. Position Summary: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

Description T he North America (NA) Chief Reserving Actuary will lead the North America Reserving function. Position involves being responsible for the team performing thorough reserve analysis, maintaining reasonable and adequate reserves for this $20 Billion reserve base, clearly and transparently communicating results of reserve studies to key stakeholders, identifying elements of the reserve analysis that is particularly relevant to future business decisions by the NA business unit, effectively managing and leading a large team, and building strong relationships with business leaders and other key leaders throughout the organization.   Responsibilities    Provide an independent assessment of the NA reserves and associated reserve risks, ensuring the adequacy and accuracy of the NA reserves. Ensure use of accurate, sound, and innovative approaches in projecting and setting reserving guidelines that are consistent with those of Global Risk Solutions...

  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 Salem, MA offices.   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...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...