42 financial planner jobs found

Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.  Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following...

Join us as a Manager, Global Law Firm Engagement within our Global Legal, Compliance and Regulatory team to take your career to the next level with a global market leader. About the Job The Manager, Global Law Firm Engagement will be responsible for ensuring optimal law firm engagement for the GLCR department, across all AIG regions, including the US, Canada, UK, EMEA, APAC, LAC and Japan. This newly created global role will be a critical component of our law firm management and financial monitoring team and will play a pivotal role in establishing financial and law firm performance key performance indicators.  The ideal candidate should be a process driven, strategic thinker who has experience in a law firm or insurance company environment with knowledge of legal procedures, engagement contracts, and law firm fee negotiations and billing and budgeting practices. Key Responsibilities Collaborate with key stakeholders on law firm engagement and onboarding for...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Wealth and Trust Advisor is responsible for maintaining and deepening ongoing relationships with clients while overseeing the comprehensive delivery of wealth management services. The incumbent will leverage extensive fiduciary expertise, industry experience, and bank resources to identify opportunities for relationship growth, retention, and enhancement. In addition, the incumbent will manage a portfolio consisting of large, complex, and highly sensitive client relationships, ensuring proper administration in accordance with fiduciary standards, regulatory requirements, and BMT’s policies and procedures, while...

Position Title Branch Banking Leader - Float - Sayreville NJ   Location Sayreville, NJ 08872   Job Summary Branch Banking Float Leader travels between assigned branches to provide clients with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. The Float Leader helps to drive branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community. Pay Range $20.87 - $35.74   Job Responsibilities: Business Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits,...

Position Title Branch Banking Client Consultant II - Float - Harrison, NJ   Location Harrison, NJ 07029   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. Pay Range $17.00 - $25.06 This position will require travel to the following cities: Newark, West Orange, Harrison, Upper Montclair, Verona, Caldwell, and Roseland.   Job...

Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers.  It includes one of the world’s most far-reaching property casualty networks.  AIG, Inc. (“AIG”) offers a broad range of products to customers through a diversified, multichannel distribution network.  Customers value AIG’s strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities.  In addition, AIG’s derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments....

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

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...

This   is   an   opportunity   to   join   Ascot   Group   -   one   of   the   world’s   preeminent   specialty   risk   underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourishes   in   a   collaborative,   inclusive,   and   entrepreneurial   culture,   steeped   in   underwriting   excellence,   integrity, and a passion to find a better way, The Ascot Way . The   Ascot   Way   guides   our   people   and   our   organization.   Our   underwriting   platforms   collaborate   to   find   creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology...

Overview The Vice President (VP) of Investment Accounting is an integral member of the Finance organization that supports the Vice President of Finance and CAO and is primarily responsible for managing the accounting and reporting of the Company’s global investment portfolio supporting U.S. GAAP and U.S. Statutory reporting requirements. The VP of Investment Accounting is technically proficient in ASC Topics 320 through 326; (2) broad topics, including foreign currency matters, equity method accounting and consolidations, and fair value measurements; and (3) has a working knowledge of/ability to develop a working knowledge of various international GAAPs, including UK GAAP, Irish GAAP and IFRS.   The expected salary range for this role is $180,000 - 210,000.   Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

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 Commercial Liability Claims Examiner | Auto, General Liability & Product Liability | Nationwide Jurisdictions | Licensing Required Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?    Apply your Liability knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.   Deliver innovative customer-facing...

Company Details   Berkley Luxury Group is an operating unit of W.R. Berkley Corporation, one of America’s largest commercial lines writers in the UnitedSstates. At Berkley Luxury Group we offer tailored, all-inclusive insurance solutions for luxury condo, co-op, rental properties and fine dining restaurants.   We are a team of seasoned underwriting and claim professionals, well versed in the nuances of our two niches. Our specialized expertise has enabled us to maintain a stable approach to the market for over 30 years. We uphold a standard of prompt and fair settlement of claims, and endeavor to treat our insureds and brokers in a partnership like manner. We also have the ability to provide an array of value-added consultative risk management services designed to assist our customers in managing risk. At Berkley Luxury Group, we have a shared vision to be the best in what we do, as evidenced by our reputation amongst our customers and competitors....

Overview Responsible for managing a workers’ compensation case load from inception to resolution in the state of New Jersey. Responsibilities include pre-trial discoveries, drafting pleadings, communicating with involved parties, and presenting defense strategies in court. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization.   This is a Hybrid work opportunity covering Courts in the State of New Jersey. The position will be out of the Princeton, NJ office Responsibilities Independently represents the Employer/Carrier before the assigned Judge of Workers’ Compensation and presents witnesses and evidence at administrative hearings on litigated workers’ compensation claims. Analyzes complex legal and factual issues, conduct extensive, well-reasoned legal research, independently develop and present defense strategies on behalf of the Employer/Carrier....

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way.   The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric strategies.   Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot exists to...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster,...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster,...

Company Details   Berkley Luxury Group is an operating unit of W.R. Berkley Corporation, one of America’s largest commercial lines writers in the United states. At Berkley Luxury Group we offer tailored, all-inclusive insurance solutions for luxury condo, co-op, rental properties and fine dining restaurants.   Berkley Luxury Group has been a mainstay in the commercial real estate and hospitality business since 1986. We specialize in luxury condominiums, cooperatives, and apartments in the habitational space, Class A Office buildings and fine dining restaurants in the hospitality space. BLG maintains a standard of prompt and fair settlement of claims, and endeavors to treat insureds and brokers in a partnership-like manner.   BLG has developed a strategic plan to grow their success by expanding their footprint geographically and adding complementary products. At BLG there is a shared vision to be the best option for its customers. We aim to provide...

Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market. Job Description Information about the Role, Line of Business and Team: The...