42 financial planner jobs found

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Tasks: Applies data driven continuous auditing on business audits for the Audit Services team. Participates and makes recommendations in the ideation and development of impactful and high-quality analytic control tests. Participates and makes recommendations in the execution of audit analytics, analytic methodology,...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details:    Cary, NC (On-site)   Position Schedule / Shift:    Monday - Friday 8:30am–6pm ET (One Rotating Saturday a month working 9:00am - 1:00pm)    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...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Location Details: 1480 North New Hope Road Raleigh, NC 27604 (This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) 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...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Location Details:   Cary, NC (On-site) Position Schedule/Shift:   Monday - Friday 8:30am–6pm ET (One Rotating Saturday a month working 9:00am - 1:00pm)  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...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: 1520 Military Cutoff Road Wilmington, NC 28403 (This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) 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...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. What is the role?      We are seeking an Accounts Receivable Specialist in Charlotte, NC with a hybrid work schedule.     ROLE SUMMARY    The Accounts Receivable Specialist will provide day-to-day accounts receivable processing and support, including cashiering and cash...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. What is the role?        We are seeking an Accounts Payable Specialist in Charlotte, NC with a hybrid work schedule.      ROLE SUMMARY    The Accounts Payable Specialist will provide day-to-day accounts payable processing and support for designated business units within...

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...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift:   Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and   Saturday,   8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :       As an Automotive Technician B,   you’ll   perform a variety of vehicle repairs and maintenance services, including brakes, suspension, diagnostics, and routine inspections. This hands-on role requires strong mechanical aptitude, attention to detail, and the ability to troubleshoot and repair vehicles efficiently. Working as part of a team,   you’ll   help ensure customers receive safe, reliable vehicles and high-quality service. This position offers opportunities to develop technical skills, work with evolving automotive technology, and grow your career in a fast-paced environment.     Key Responsibilities :...

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 Coordinator, Small Business Unit is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small personal lines accounts, acting as the primary contact for any administrative tasks related to a client's policies.  The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do The Commercial Lines Claims Specialist will be responsible for investigating, evaluating, negotiating, and resolving primarily non-litigated New York commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide some exposure to litigated...

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 Compensation Consultant is an advanced individual contributor responsible for designing, managing, and administering competitive, cost effective compensation programs that support organizational strategy and business objectives. This role plays a hands on role in compensation strategy, design, implementation, and analysis across broad based, sales, and/or executive compensation programs and serves...

Location : Columbia, SC/ Charlotte, NC  Work Model : Remote Position type : Full time - salary   We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. We prioritize integrity, relationships, and excellence in all aspects of our work.  Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do!  As a Territory Sales Manager , you’ll focus on developing and managing your assigned territory, building and maintaining strong agency relationships, and meeting established premium and project objectives. Key Responsibilities of the Role    Creating strategic marketing plans for territory to identify opportunities and potential challenges from which strategies and tactics are developed, including: Plans to produce the budgeted premium volume and policy count of profitable lines of business in...

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: Oversee and take charge of growing and maturing a practice that is focused equally on enablement as well as assurance, who will apply a technology first approach to providing seamless secure authentication and the platform necessary to enable humans and machines to operate securely at scale. CRC's evolving technology environment requires an individual who is well versed in both traditional systems as...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift:  Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and  Saturday,  8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :     As a General Service Technician,   you’ll   perform routine vehicle maintenance and inspections, including oil changes, tire rotations, battery services, and other preventive maintenance tasks. This role is ideal for individuals looking to build a career in automotive repair, with opportunities to develop technical skills and gain experience working alongside experienced technicians. Success in this position requires attention to detail, a commitment to safety, and a focus on delivering quality service to customers in a fast-paced team environment.     Key Responsibilities :   In an efficient and productive manner, performs...

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...

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 Compensation Consultant is an advanced individual contributor responsible for designing, managing, and administering competitive, cost effective compensation programs that support organizational strategy and business objectives. This role plays a hands on role in compensation strategy, design, implementation, and analysis across broad based, sales, and/or executive compensation programs and serves...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated and experienced field claims professional to join our team. This job handles insurance claims in the field under general supervision through the life-cycle of a claim including but not limited to: investigation, evaluation, and claim resolution. This job provides service to agents, insureds, and others to ensure claims resolve accurately and timely. This job requires mastery of claims-handling skills and requires the person to: Investigate and assemble facts, determine policy coverage, evaluate the amount of loss, analyze legal liability Handle multi-line property and casualty claims in an assigned territory with an emphasis on property claims Become familiar with insurance coverage by...

Description Summary: The Head of Leveraged Finance – Execution (“LFE”) is responsible for leading the overall strategy, deal execution & underwriting, risk management & reporting, and team management of Huntington’s LFE group.  This team is primarily responsible for the structuring, underwriting, and credit approval execution of debt financings for Huntington’s financial sponsor-backed and corporate clients across the Commercial Bank, including multiple specialty industry verticals within the Corporate, Specialty & Government (“CSG”) group and Middle Market Banking.  This team serves in a “First Line” role, partnering closely with Syndicated & Leveraged Finance, CSG Industry & Middle Market bankers, the Financial Sponsors Coverage team, and Credit to deliver comprehensive financing solutions and drive fee growth. Primary Duties and Responsibilities: Lead and manage the Leveraged Finance...

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 Liability Claims Representative | GL, BI, Auto & Premise Liability Experience | Nationwide jurisdictions | Home State Licensing | Remote 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 representative knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.   Deliver innovative customer-facing...