17 financial planning service associate jobs found

Description The Public Finance Associate supports senior investment bankers in the execution of municipal financing transactions for a diverse set of public sector clients, including state and local governments, education institutions, healthcare systems, and economic development agencies. This role is responsible for managing transaction logistics, conducting financial analysis, and preparing client-facing materials from deal origination through closing. The Associate plays a key role in client engagement, cross-functional collaboration, and the development of high-quality financial and marketing deliverables. This role will be located in our Chicago, Houston, or New York offices. Duties and Responsibilities Transaction Management: Support the structuring, analysis, and execution of bond and note transactions, including new issuances, refinancings, and restructurings; coordinate timelines, deliverables,...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. The successful candidate must live within the assigned territory. Preferably, this individual will be based in or near the Greater Chicagoland area. This role requires frequent travel throughout the territory. Regular, in person engagement with agency partners within your assigned territory is critical to maintain a level of field presence and visibility that supports Nationwide's commitment to deepening agency relationships and driving profitable growth....

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 talented Real Estate Associates to join our Real Estate Commercial Mortgage team in metro Chicago (Oak Park, IL). Hybrid schedule is in office Monday-Thursday and work from home on Fridays. As a Real Estate Associate, you’ll play a key role in Pacific Life’s continued growth and long-term success by providing analytical, underwriting,...

Company Details   Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions.   Company URL:   www.berkleysurety.com  Responsibilities Manage, produce and underwrite new and renewal business from assigned agents/brokers in the primary line of business. Consistently achieve budgeted financial results (premium volume, loss ratio, premium collections and expense management...

About TMHCC Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world. Every policy we write is special, enabling our clients to do amazing things. From insuring the crops that feed us to the rock concerts that entertain us, to rescuing international travelers in trouble. Organic growth and over 60 successful acquisitions have grown our 2023 Gross Written Premium (GWP) to over $7.5 Billion. Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference. Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work. What We Offer ·         Competitive salary and employee benefit package ·         Strong learning culture ·         Growth perspectives ·         6% 401K match ·         20 days...

ABOUT US     At   HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to   maintain   their own unique, regional culture while   leveraging   support and resources from our corporate centers of excellence.        HUB is   one of the   largest global insurance and employee benefits   broker , providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over   $5 billion   in revenue and almost   20,000 employees   in 600 offices throughout North America, HUB has   grown substantially, in   part due to our...

Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview   Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an Account Manager within our Inside Sales Team organization. In this role, you will work towards a quota within a defined territory, calling named clients, the Inside Account Manager is responsible for achieving sales goals by working with existing customers...

Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview    Build the courses that thousands of insurance professionals learn from. As an Associate Instructional Designer on our Applied University team, you'll own customer-facing eLearning courseware end to end — storyboarding, building in Storyline, and shipping it to a live audience. Applied University sits inside Onboarding and Success Services, the group...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Director, Corporate Development serves as a strategic advisor and enterprise leader responsible for identifying, evaluating, and executing M&A growth opportunities that advance Allstate's long-term business objectives. This role leads all aspects of mergers and acquisitions, divestitures, and joint ventures, from opportunity assessment and valuation through transaction execution and integration planning. Partnering closely with senior executives, business leaders, Finance, Legal, Strategy, and external advisors, the Director...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: Remote with travel up to 50% in various states (will decrease to 25% in the future) Position Schedule / Shift: Monday-Friday 8am-5pm (hours may shift based on business needs) Position Summary: This role serves as a strategic business partner to AAA-appointed Independent Agents, providing consultative support to drive Life, Health, and Annuity sales growth. The position identifies new business opportunities, develops sales pipelines, and aligns ACG solutions with agency and client needs. By leveraging product expertise and strategic selling techniques, this role influences agency performance and strengthens long-term partnerships. Success in this position directly supports revenue growth, expands market penetration, staff development, and positions ACG as a preferred Life insurance partner. Key Responsibilities: Responsible for building trust and developing...

Job Description Are you looking for your next opportunity? SompoRe has unique opportunities for AVP, Property Facultative Underwriters in our North America Property Facultative team in both the Eastern and Midwest Regions. SompoRe operates in key markets worldwide, bringing to each account our specialized capabilities for a wide range of reinsurance products and a depth of understanding of local cultures. Our disciplined approach to risk management and claims handling, coupled with strong analytical skills, enables us to provide broad multiline capability to successfully underwrite risks across our clients’ insurance portfolios. With global experience and local expertise in key markets worldwide, SompoRe has deep bench strength across all disciplines and above all, remains a stable and constant trading partner throughout all market cycles. Location: This position will be based out of our Chicago NY office or Los Angeles CA office. We strive for...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. Areas of focus for this role: I dentifying expansion opportunities within the territory by partnering with brokers on new business development, producer planning, and target account strategies. Contributing to territory-level business planning by tracking production, visibility, and marketing trends and activities Supporting the negotiation and execution of indemnity, collateral, and other risk-mitigation arrangements on larger or more complex accounts...

Job Description Amazing Career Moments Happen Here     Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the  Insurtech  game,  we’re  not just redefining  what’s   achievable;   we’re  creating a place where amazing career moments are made possible.       Position Overview   We’re hiring an entry level Associate Project Manager to join our Activation Services team in a hybrid capacity (3 days in-office a week - Tuesdays to Thursdays) based out of our Chicago office. This is an opportunity to gain valuable hands-on experience in project management. This role is ideal for recent...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  The Director of Multichannel Marketing manages the strategy, execution, and optimization of channel marketing strategy, with a focus on email and social media marketing programs. This role is a critical driver of CNA's brand presence and business growth, building scalable, data-informed campaigns that reach our audiences across the full lifecycle. The person will bring deep expertise in B2B marketing automation, social media strategy, and marketing analytics, along with the leadership presence to influence cross-functional stakeholders JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Channel...

Job Description Are you looking for your next opportunity?   SompoRe has a unique opportunity for the Regional Head of Property Facultative – Midwest/West Region in our U.S. Property Facultative team. SompoRe operates in key markets worldwide, bringing to each account our specialized capabilities for a wide range of reinsurance products and a depth of understanding of local cultures. Our disciplined approach to risk management and claims handling, coupled with strong analytical skills, enables us to provide broad multiline capability to successfully underwrite risks across our clients’ insurance portfolios. With global experience and local expertise in key markets worldwide, SompoRe has deep bench strength across all disciplines and above all, remains a stable and constant trading partner throughout all market cycles.   Location: This position will be based out of our greater Chicago area for this region. We strive for collaboration, which is why we offer a...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  The System Architect (SA) Director has overall technical authority for one or more programs/Agile Release Trains (ARTs) within a portfolio, with direct management accountability for a staff of Engineers and Business Analysts. The SA Director works closely with an Enterprise Architect, Product Management and Release Train Engineer (RTE) to ensure ongoing alignment of technical and business outcomes. The SA Director owns the creation, maintenance and communication of the Architecture, along with implementation by one or more development teams. The SA Director is an expert and champion of Scaled Agile Framework (SAFe) architectural design and development, incrementally building the associated...