5 hfa financial advisor senior jobs found

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...

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious General Accounting Senior Associate to join our team. This position will report to our agency located in Roseland, NJ. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: Support platform general accounting activities, reconciliations, and recurring reporting Assist with month‑end close, including accruals, transaction review, and variance analysis Support platform‑level expense review and approvals in line with policy Oversee and support agency and client billing processes to ensure accuracy and consistency Research and resolve billing issues in partnership with billing and operations...

Overview We are seeking a Senior Operations Consultant to join our Optimization and Transformation team. This role drives operational excellence by partnering with Operations, Underwriting, Sales, and Claims teams to discover, analyze, and transform business processes across the organization. You will conduct discovery sessions to understand end-to-end operations, design future-state operating models, and support strategic initiatives including platform migrations, automation implementations, and operating models, including consolidating multiple groups into unified operations with standardized workflows. Beyond project-based work, you will serve as an ongoing business process partner to field teams, providing continuous support for process innovation and problem-solving. You will also act as a liaison between business operations and cross-functional partners including Operational Delivery & Implementation, Finance, and Technology. Success requires deep knowledge 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 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...

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: One Ascot. 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 unique Fusion Model: Client Centric, Risk Centric, Technology Centric.   Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....