111 financial planner jobs found

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 work with our Annuities Sales Enablement team, and must be able to work a hybrid work schedule (three days per week) out of Columbus, OH locations. This is a G2 band role. #LI-COLE Job Description Summary Are you passionate about bringing people together and delivering impactful and meaningful events? If so, we want to know more about you! As a Consultant, you’ll plan high impact events for the Nationwide Financial teams. This includes end to end meeting...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

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’s Professional Liability Division offers non-medical service providers protection from...

National Interstate is a member of Great American Insurance Group. As one of the leading commercial transportation insurers in the nation, we offer risk financing solutions in all 50 states tailored to meet the needs of a wide variety of transportation classes. Our offerings include traditional insurance and innovative alternative risk transfer (ART) programs, including more than a dozen group captive programs catering to niche wheels markets. We are proud to be a multiple Northcoast 99 winner and Cleveland Plain Dealer Top Workplace in Northeast Ohio. It is because of our talented and dedicated team that we are able to live out our company values of integrity, transparency, fairness, accountability, empowerment and collaboration with each transaction we make. If you are ready to join an engaging and driven team such as ours, we would love to hear from you! At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences...

National Interstate is a member of Great American Insurance Group. As one of the leading commercial transportation insurers in the nation, we offer risk financing solutions in all 50 states tailored to meet the needs of a wide variety of transportation classes. Our offerings include traditional insurance and innovative alternative risk transfer (ART) programs, including more than a dozen group captive programs catering to niche wheels markets. We are proud to be a multiple Northcoast 99 winner and Cleveland Plain Dealer Top Workplace in Northeast Ohio. It is because of our talented and dedicated team that we are able to live out our company values of integrity, transparency, fairness, accountability, empowerment and collaboration with each transaction we make. If you are ready to join an engaging and driven team such as ours, we would love to hear from you! At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences...

Overview Responsible for containerizing applications and migrating from a VM architecture. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Implement containerization and Kubernetes capabilities with documented architecture and configurations that can scale globally across the enterprise. Work with development, engineers, and cloud service providers to develop cloud adoption and migration strategies Drive architectural discussions in support of business requirements gathering, analysis, and design Engineer highly scalable and available solutions based on industry best practices and practical experience Collaborate with Developers, Systems Operations, and vendors as needed to solve integration challenges Recommend tools and methodologies to engineers, create proof-of-concept implementations for demonstration Break large...

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 be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Grandview: 1000 Yard Street Grandview OH, 43215 Work schedule: 2 days in office, 3 days remote. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Sr. Analyst, Fraud & Investigations Cathy Beswetherick, Fraud Specialist for Annuity and Life Operations, is excited to announce a...

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. As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients — while supporting growth across Nationwide’s life insurance business. This is a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a Nationwide campus will collaborate in office 3 days per...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Target Openings 1 What Is the Opportunity? We are looking for an experienced Claims Handler to join our Dublin office, bringing strong expertise in claims handling in the Republic of Ireland to manage a broad range of...

Location: Van Wert, OH Work Model: Hybrid  Position type: Full time - hourly      We’re a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do. 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! Be the Voice Behind Exceptional Customer Experiences At Central Insurance, our customers count on us to make insurance interactions simple, helpful, and meaningful. Our Customer Service team is at the heart of that mission—delivering outstanding support, solving problems, and building trusted relationships every day. As a Customer Service Specialist, you'll help policyholders and agents navigate billing and policy questions, provide solutions that make a difference, and contribute to a culture...

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. Nationwide is looking for an experienced life underwriting leader to step into a high-impact role as Sr. Director, Producer Group Life Underwriting and Broker Relations. This is a highly visible leadership role for a market-savvy underwriting professional who thrives in complex, high-touch environments. The Sr. Director will provide strategic leadership for Producer Group Underwriting, large-case oversight, producer and broker relationship management, and cross-functional partnership across...

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. As a Life Underwriting Sr. Consultant, you’ll be at the forefront of our mission—analyzing complex cases, making high-stakes decisions, and collaborating with top-tier financial professionals to craft winning solutions. You’ll bring your expertise to the table, working autonomously with the authority to make competitive offers, all while mentoring others and shaping the future of underwriting.   What You’ll Do: Underwrite sophisticated life insurance applications with autonomy and precision...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Brook Park, OH 44142-2456   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

Accounting Assistant  Location: Uniontown, Ohio  Employment: Full-Time and in-person  Hours of work: 9:00 am-6:00 pm, Monday -Friday; Overtime can be expected during busy periods  We are seeking a detail-oriented and reliable Accounting Assistant to support our finance operations. This role is responsible for managing day-to-day accounting tasks, maintaining accurate financial records, and assisting with reporting and month-end processes. The ideal candidate has a strong understanding of bookkeeping fundamentals and a high level of accuracy. Key Responsibilities Process vendor invoices and bills in a timely and accurate manner Manage accounts payable, including tracking and payment processing Create and send customer invoices Maintain accurate financial records and organized document filing systems Assist with month-end closing activities Prepare financial reports for management and external accountant/CPA Enter transactions into accounting software Enter and...

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's Embedded Solutions group is a newly established team focused on launching innovative...

Location: Van Wert, OH Work Model: Hybrid  Position type: Full time - salary       We’re a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do. 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! Make a Difference When Customers Need Us Most At Central Insurance, we believe claims handling is more than resolving losses - it's about delivering peace of mind during challenging moments. Our Auto Damage Claims team combines technical expertise, innovation, and exceptional service to help customers navigate the unexpected with confidence. As an Auto Damage Claims Specialist, you'll play a critical role in investigating claims, solving complex problems, building strong relationships with...

Overview We are looking for a Senior Underwriting Assistant to join our Midwest Underwriting Team! As a Senior Underwriting Assistant, you will be the first point of contact for our brokers and agents. You will be responsible for starting the underwriting process for the Midwest region for existing business. This role will have exposure to all facets of underwriting such as monitoring underwriting tasks in our system, completing endorsements within assigned authority, assigning work out to appropriate contact in departments, and handling smaller renewals based on assigned letter of authority for multiple lines of business. We will provide you with the tools and resources to be successful as you’ll interact with various stakeholders, participate in professional development, and enjoy career growth in your role. As a Senior Underwriting Assistant you will mentor others, lead projects, and help with training of less experienced employees. This position is a hybrid...

Overview AmTrust Financial Services, Inc., a growing commercial insurance holding company, has an immediate need for an in-house paralegal to work in our litigation department’s Cleveland office as an e-discovery paralegal. Responsibilities Research and analyze law sources such as statutes, recorded judicial decisions and legal articles to better understand how to respond to subpoenas served upon any entity in the AmTrust group of companies. Collect, reviewed, redact, categorize (e-tag) and produce documents using AmTrust’s in-house e-discovery platform in response to subpoenas or in connection with other legal matters. Communicate with clients, witnesses, adversaries, and team members in connection with the e-discovery needs of AmTrust. Interact with people at all levels of the company as a member of the litigation department. Manage multiple priorities in a deadline-oriented setting. Handle confidential...

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 Travel Claims Assessor TRAVEL CLAIMS ASSESSOR                                                          Key roles   To manage and assess Travel Claims to ensure that   professional   service is provided in compliance with Client and Regulatory requirements.   Specific responsibilities (including but not limited to)     The role of the Travel Claims Agent is to ensure that the claim files allocated to them are managed...

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 one of the few carriers with a dedicated Property & Inland Marine Division and, in the...