47 financial planning advisor jobs found

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist or Analyst to join our Life OAM team. This role is hybrid based in our Newport Beach, CA or Omaha, NE office. As an OAM Specialist/Analyst, you’ll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned...

Job Description Job Title:   Client Advisor   Department:   Growth   Location:   West Division       About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.       Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity,   and an indomitable will to win.       Your Next Chapter:     Do you thrive in an environment where technology, data, and relationships...

Job Description The Business Technology Officer (BTO) is responsible for aligning technology, data, and business processes to accelerate revenue growth, improve operational performance, and enable enterprise scalability across the Wholesale organization. As a strategic member of leadership, the BTO partners closely with business leaders to identify opportunities where technology can simplify operations, enhance customer and employee experiences, and deliver measurable business value. This individual leads the strategy, governance, implementation, adoption, and optimization of business technology solutions, ensuring investments support the organization's long-term objectives and deliver a measurable return on investment. A key responsibility of the role is driving the modernization and consolidation of agency management systems (AMS), standardizing business processes, and enabling data-driven decision making across brokerage, binding, underwriting, client service, and...

Position Title Financial Planner (CFP®) - Private Banking Location Beverly Hills, CA 90212 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...

Job Description:   Providing for   loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.   It’s   a big ask, but   it’s   one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because   it’s   the right thing to do. Pacific Life is more than a   job,   it’s   a career with purpose.   It’s   a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.       We’re   actively seeking a talented  S enior S alesforce Marketing Cloud   Engineer   working in our Newport...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Assistant Vice President, Portfolio & Program Management Office to join our Strategic Management & Services team in Newport Beach, California. This role follows a hybrid schedule of four days in the office. If you are not currently located near our office, we offer comprehensive relocation assistance. As Assistant Vice...

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: Responsible for leading business development initiatives and managing high-value client relationships to drive revenue and strategic growth. Partners with senior stakeholders to identify opportunities, develop solutions aligned with client objectives, and ensure delivery excellence. Acts as a trusted advisor to clients and mentors junior team members to enhance relationship management capabilities....

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.  Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.  Help with portfolio construction and monitoring, including gathering data, updating performance and...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Project Portfolio Management Consultant to join our Portfolio and Program Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Project Portfolio Management Consultant, you’ll move Pacific Life — and your career — forward by...

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 is a fully remote Financial Planner role that will support our Retirement Solutions team. The candidate will ideally live in the Northern part of California ideally within close driving distance of Sacramento, CA. Some travel will be required. This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance licenses. This is a G2 band role. #LI-COLE Job...

Job Description: The Third Party Risk Management (TPRM) Analyst is a senior individual contributor responsible for governing and overseeing Pacific Life’s enterprise TPRM program within the 2nd line of defense, with clear accountability for the design, maintenance, and enforcement of policies, standards, and control frameworks. This role ensures robust cybersecurity, resilience, and third party due diligence practices are consistently applied and aligned with regulatory expectations, while driving continuous enhancement of governance structures supporting third party outsourcing risk. This is a hybrid role (4 days per week onsite) in our Newport Beach, CA office. Operating with a high degree of autonomy, the TPRM Analyst leverages deep subject matter expertise to oversee risk assessment, due diligence, and ongoing monitoring activities, with particular emphasis on cybersecurity controls, data protection, and critical vendor dependencies. The role partners closely with...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist to join our multi-life/executive benefits Life OAM team. This role is hybrid based in our Newport Beach, CA or Omaha, NE office. As an OAM Specialist, you’ll move Pacific Life, and your career forward by facilitating complex inquiries primarily, but not solely, for our...

MarshBerry is currently seeking a Vice President, Business Development . The VP is primarily focused on new business origination but may also manage and execute certain investment banking or consulting projects. The VP will become a trusted advisor to prospects and clients by developing relationships and becoming an expert in all of MarshBerry’s products and services. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications. This role may be based out of our office locations in Grand Rapids, MI, Beachwood, OH, Plano, TX or Dana Point, CA.  Responsibilities : Generate new business for all of MarshBerry’s products and services nationally to achieve new business goals. Develop prospect and client relationships that drive value for our clients and lead to future business for MarshBerry. Identify issues effecting clients/prospects and develop strategies to effectively resolve...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their  LBW team in Valencia, CA. This is a hybrid role.  This role is an excellent opportunity to earn additional compensation, referral bonuses, and enjoy a variety of valuable company perks! Essential Functions: Mange and nurture an existing book of business while continuously prospecting for new clients Analyze client financial information and create tailored financial plans aligned with their goals Present financial plans to clients, discuss recommendations, and agree on next steps Implement financial plans and monitor performance, making adjustments as needed Provide ongoing client service, communication, and support to ensure long-term satisfaction Prepare and deliver financial planning sessions, presentations, or seminars to drive new business opportunities Contribute to developing new...

WHO WE ARE Breaking Boundaries for 25 years—and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:  Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Summary The Vice President, Growth – Personal Lines reports to the SVP, Growth – Personal Lines and is accountable for driving above-market organic growth across their geography. This leader plays a critical role in translating enterprise Personal Lines strategy...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Private Fund Counsel to join our Legal team in Newport Beach, CA. As Private Fund Counsel you’ll move Pacific Life, and your career, forward by providing hands-on legal support across our private funds platform — both helping launch and operate our own private equity and private credit funds and supporting the firm’s...