67 senior wealth advisor jobs found

Role Summary Guardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery of AI-enabled products focused on our highest-value processes—such as underwriting, claims and servicing, advisor productivity, and operations automation—to accelerate growth, improve efficiency, and enhance customer experience. Unlike traditional product roles, this position sits at the intersection of business strategy, product management, and AI execution. You will translate enterprise AI strategy into tangible solutions, partnering closely with data science, technology, and business teams to move from opportunity → use case → production deployment at speed.  Success in this role requires operating with urgency, navigating ambiguity, and delivering measurable outcomes in an environment that blends...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Head Individual Markets Communications In this role, you will define, direct, and execute an integrated internal communications strategy that advances business growth and transformation. You’ll lead a team focused on helping key audiences find information, understand change, and stay connected to our strategy, leaders, and each other. You’ll bring a growth mindset, a passion for creative thinking, and a consultative approach to partnering with leaders and stakeholders. You are A highly experienced communications leader who sets direction, establishes priorities, and drives outcomes through self and others. Consultative and agile, with the ability to assess stakeholder needs quickly, navigate complexity, and provide clear, pragmatic counsel. A strong collaborator who influences senior leaders and cross-functional partners, aligns on objectives, and establishes an effective operating rhythm to deliver results. An innovator who leverages emerging technology to build...

As a Senior Manager, External Communications –   Financial Protection and Wealth Management , you   will   enhanc e   and strengthen Guardian’s   external   reputation   in   protection, retirement, and   wealth management .   To do so, you will draw from your entrepreneurial mindset   to   scale   a dedicated   External Communications   program focused on these topics,   leveraging   Guardian’s thought leadership,   data,   news, and initiatives to ensure consistent visibility in high-impact channels. You will partner closely with   the broader External Communications team , as well as with   Marketing, Brand, Social, and Enterprise Content colleagues,   to ensure alignment across   all of Guardian’s efforts .    You will champion modern communications strategies,   leveraging   emerging technologies—including AI—to keep Guardian ahead in a rapidly evolving landscape.     You are:   A...

As the Head of Risk & Resiliency, you will execute the Risk & Resiliency frameworks for Financial Protection & Retirement Solutions (FPRS) and Client Solutions & Wealth Management (CSWM), Guardian’s Individual Markets lines of business. You will manage the operational risk profile for FPRS and CSWM, aggregating risk across domains (Technology, Cyber, Data, Model, Compliance, Third Party, etc) and ensuring alignment to Guardian’s risk appetite and tolerance. You will enable informed business decision‑making by providing oversight, independent challenge, and proactive risk insights, supported by risk domain experts within Enterprise Risk Management (ERM). You will Act as a trusted advisor to FPRS and CSWM Leadership to drive the Risk & Resiliency program according to Guardian standards, in part by facilitating Risk Working Groups on a regular cadence for transparency and accountability. Escalate topics to the appropriate risk committees as warranted....

The Head of Product Strategy & Platform Innovation is a senior leadership role responsible for the strategic evolution, differentiation, and commercial success of our open‑architecture wealth management product platform. This individual wakes up every day thinking about what’s next —how product, partners, packaging, and go‑to‑market strategy come together to create a compelling, modern, and advisor‑centric platform across fee‑based advisory, annuities, and alternatives. We do not manufacture products. Our competitive advantage comes from curation, partnership, design, positioning, and delivery . This role exists to ensure our platform is not merely comprehensive—but distinctive, relevant, and growth‑oriented . The role works horizontally across the organization —marketing, sales, business development, training, product management—and externally with asset managers, insurance carriers, TAMPs, and portfolio managers . Success requires influence without direct ownership,...

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high‑quality experience across education, planning, and investment implementation. This role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm’s value proposition. Key Responsibilities Sales & Growth Leadership Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long‑term advisory relationships Own sales strategy and...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Field Centers of Excellence Lead. In this role, you will build and scale a new Field-facing capability within Guardian’s Inclusion & Impact function to help Client Solutions & Wealth Management (CSWM) and the Field accelerate growth in diverse and evolving market segments. You will design a hub-and-spoke Centers of Excellence model that equips advisors and firms with market intelligence, prospecting and outreach insights, practical tools, and compliant, business-relevant content that supports protection and wealth management conversations with priority client segments. Success in this role requires strong partnership, influence without authority, and the ability to design systems that help others scale impact in market. This role will establish the charter,...

The Head of High Net Worth (HNW) Sales bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms.  You will Core Responsibilities (Revenue, Advisor Coverage, and Growth): Business Development & Advisor Engagement Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets. Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close. Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades. Lending: originate and grow lending penetration as a core...

The Head of Wealth Management Marketing will own the strategic direction, execution, and ongoing evolution of marketing for the Wealth Management division. This person will report to the Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing, and will shape the long‑term marketing vision, drive growth across established and emerging distribution channels, and oversee a high‑performing team responsible for delivering compelling, data‑driven marketing programs. This role requires a visionary marketer with deep experience in wealth management, including successfully building or scaling a Registered Investment Advisor (RIA) platform; experience in creating a marketing strategy for a new business and experience in building a strategy and execution of sales campaigns. The ideal candidate excels in fast‑paced, dynamic environments, is a strong communicator, and has a proven ability to influence senior levels across the...

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, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

The HR Talent Partner (HRTP) – Digital &Technology is a strategic partner to leaders across Guardian’s Digital & Technology (D&T) organization, enabling the execution of business and transformation priorities through effective talent, organizational, and leadership strategies. This role works closely with senior Technology leaders to align talent strategy with enterprise priorities, support operating model evolution, and drive organizational effectiveness. The HRTP will play a critical role in enabling Guardian’s transformation agenda, including digital modernization, AI transformation, and the evolution to product- and platform-based ways of working while readying the workforce for the future. You have: 10+ years of progressive HR experience, including HR Business Partner or Talent Partner roles and developing junior HRTPs. Experience supporting Technology, Digital, Engineering, or Data organizations Demonstrated experience in organizational design, talent...

The Utilization Review Case Manager gathers demographic and clinical information on prospective, concurrent and retrospective in-patient admissions and out-patient treatment, certifies the medical necessity and assigns an appropriate length of stay while supporting the goals of the Case Management department and of CorVel. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identifies the necessity of the review process and communicates issues of concern to the appropriate claims staff/customer Collects data and analyzes information to make decisions regarding certification or denial of treatment Documents all work in the appropriate manner Promotes utilization review services with stakeholders Additional duties as assigned   KNOWLEDGE & SKILLS:  Must have thorough knowledge of both CPT and ICD coding Ability to interface with claims staff, attorneys, physicians and their representatives, as well as advisors/clients and coworkers...

About AIG American International Group, Inc. (AIG) is a leading global insurance organization. Founded in 1919, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement products, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. AIG common stock is listed on the New York Stock Exchange and the Tokyo Stock Exchange. Internal Audit Group AIG’s Internal Audit Group (IAG) provides independent and objective assurance, advice, and insight guided by a philosophy of adding value to improve the operations of AIG. IAG assists AIG in accomplishing its objectives by bringing a systematic and disciplined approach to evaluate and improve the effectiveness of AIG’s control environment including risk management, operational, financial, internal...

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. Our Mission  is to continually meet the needs of our policyholders, agent/customers and employees resulting in sustainable profitable growth in an increasingly competitive marketplace. We are proud to sell our products through more than 2,200 independent insurance agents around the country as we have been since 1928. These agents provide their clients with valuable insight and resources. And, as the second-largest insurer of  Agents’ Errors and Omissions  (E&O) business in the United States,...

Business Information Security Officer, North America P&C Location: New York, NY; New Jersey; Boston, MA; or Philadelphia, PA Work Arrangement: Hybrid Reports To: Chief Business Technology Officer, North America P&C Employment Type: Full Time Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing, driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow, using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out, we foster genuine collaboration and support, ensuring every individual has the...

Litigation Paralegal AIG’s Global Legal, Compliance, Regulatory and Government Affairs (GLCR) department is comprised of attorneys and other professionals providing high-quality advisory and transactional support with integrity and objectivity across all parts of the organization. The team ensures an operating environment that minimizes legal, regulatory and reputational risks and complies with all laws and regulations and AIG policies & procedures. This is a global, diverse and award-winning team that has been recognized for its leadership and innovative solutions. AIG’s GLCR department is looking for an experienced paralegal in New York, NY to assist the General Insurance coverage litigation group in their management of casualty coverage litigation involving the AIG insurance companies. The position will report to an Associate General Counsel and will provide day-to-day support to the attorneys in the casualty coverage litigation group.    Job Description: Help...

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

Overview AIG Inc.’s Corporate Insurance Department is responsible for mitigating the Company’s operating exposures by maintaining insurance programs and bonds to manage risk at acceptable levels. The Insurance Risk Manager works closely with AIG’s business units internally and externally with brokers, vendors and nonaffiliated insurance companies to transfer the risk of loss by purchasing insurance with an objective to maintain expenses, including the retained loss costs, at reasonable levels and in line with the Company’s risk appetite. Corporate Insurance Department also delivers evidence of insurance, advice and consultation on specific insurance programs, evaluation of risk with mapping to insurance and claims management. AIG’s business units are customers and stakeholders that we serve. Summary of Responsibilities : Analyze and assess the impact of risks of loss arising out of AIG’s business operations Stay abreast of Company’s business and operational changes...

Description This role is primarily remote in the state of ABC except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Associate Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual Insurance offers an...