35 senior wealth advisor jobs found

MarshBerry is growing! We are seeking a Recruiting Coordinator to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Recruiting Coordinator for our Beachwood, OH location. The Recruiting Coordinator provides recruiting support to the Human Resource Business Partners (HRBPs) and Recruiters. The Recruiting Coordinator’s responsibilities will include supporting full-cycle recruiting activities including candidate sourcing and...

MarshBerry is growing! We are seeking a Financial Planning & Analysis (FP&A) Analyst to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: The Financial Planning & Analysis (FP&A) Analyst will provide support for the FP&A Manager and the Corporate Accounting Team through financial analysis, reporting, and budget development. The FP&A Analyst will collaborate with the FP&A Team and all teams across the...

MarshBerry is growing! We are seeking a Compliance Intern to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is seeking an Intern for our Compliance Team in our Beachwood, OH office. Their primary responsibilities will include assisting with creating and reviewing compliance reporting, helping to document record retention and destruction activities, and updating and organizing various disclosure, policy, and...

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is seeking a Vice President, Transaction Advisory , based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! 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. This role will work a hybrid schedule coming into the Columbus, Ohio or Des Moines, Iowa office 2 days per week on Mondays & Tuesdays. Why this role matters Nationwide’s Commercial Lines businesses are transforming how we underwrite, serve, and partner with customers and agents. Our Commercial Lines technology organization is at the center of that change – modern platforms, AI‑enabled experiences, and retiring legacy technology. We need a Delivery Leader who can turn strategy into reality: aligning...

Description This position is available to be filled in a corporate location. Summary: Huntington Bank’s Internal Audit Department is searching for a Quality Assurance Project Manager with a passion for strengthening audit quality and mitigating risk. Serving as a trusted advisor to Internal Audit, this role acts as a subject matter expert in audit quality, professional standards, regulatory expectations, and plays a critical role in safeguarding the integrity and effectiveness of the Internal Audit function for Audit leadership, senior management, and external regulators. In this role, you will lead and execute Quality Assurance reviews across audit activities (engagements, validations, continuous auditing and monitoring, etc.) to evaluate conformance with Huntington policies, professional standards, and regulatory requirements. You will collaborate closely with Audit Directors, Managers, Professional...

Description Position Summary   The   Accounts Receivable Automation Solutions Consultant ( AR   Automation Consultant)   is a senior, relationship-driven   solution sales   role responsible for driving adoption of   bank-sponsored receivables automation solutions   across   middle market, large corporate, and enterprise clients   (typically $50MM+ in annual revenue).   This role partners closely with   Commercial Relationship Managers (RMs)   and   Treasury Management Advisors (TMAs)   to embed   AR   automation into broader   treasury, payments, liquidity, and credit relationships , positioning the bank as a strategic advisor in w orking capital optimization and financial process modernization.   Key Responsibilities   Relationship Management & Treasury Integration   Partner with Commercial RMs and TMAs to...

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. Medical Director, Life Underwriting Location: Remote (U.S.) Job Type: Full-time, Exempt About the Role We are seeking a Medical Director to join our Life Underwriting team, applying your clinical expertise to improve mortality and morbidity risk assessment. In this role, you will support life underwriting through medical case consultation, guideline development, and education, while partnering with underwriting leadership, claims, product, actuarial, and other stakeholders to deliver...

Description Huntington’s Finance and Strategy (F&S) organization is seeking a first‑line Business Risk Officer to support the Corporate Treasury function. This role sits within the F&S Segment Risk Team and is responsible for owning and executing business‑aligned risk management activities in partnership with Treasury leadership, consistent with Huntington’s Enterprise Risk Management framework. In this role, the Business Risk Officer partners closely with Corporate Treasury leaders to identify, assess, and manage risks across key Treasury processes, ensuring an effective and sustainable control environment. The role also supports strategic initiatives across Finance and Strategy by delivering actionable risk insights, strengthening risk governance, and influencing decision‑making through clear reporting and effective challenge. The ideal candidate will be strategic, analytical and a strong communicator...

Description This position is available to be filled at any Huntington Corporate office location (see location options on posting) Summary We are seeking a Sr. Principal Enterprise Solution Architect to design strategic solutions for our portfolio of corporate applications. As a member of a solution architecture team, you will partner with experience owners and work with product development teams to design and implement architecture that enables quality of highly integrated applications. You will be part of a highly collaborative, cross-functional scrum team, aligned with one or more product workstreams to develop and deliver digital solutions that push the limits of continuous improvement and innovation of our technology stack. The Sr. Principal Enterprise Solution Architect will also work with business and IT leadership to develop and maintain product-level roadmaps supporting business and technology strategies....

About HUB International: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. What We Offer You: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

Job Title: Senior District Sales Manager Location: Remote - Ohio Reports To: Regional Vice President of Sales Employment Type: Full Time Job Requisition ID: 2026-308 Requisition Begin Date: 04/06/2026 Requisition End Date: 05/06/2026 (Posting may close earlier if filled or business needs change.) Experience a Career at ProAg When you join ProAg, you join a welcoming, dynamic, flexible, and engaging culture that truly cares about each other, our agents and our policyholders. Here, you’ll learn and grow as we help you as you create a career that’s meaningful to you. ProAg, a member of Tokio Marine HCC group of companies, is looking for a dynamic, ambitious Senior District Sales Manager. This is an individual contributor role that offers an immense opportunity to develop strategic relationships with current and potential producers of profitable business within Ohio and Pennsylvania. In This Exciting Opportunity, You Will: Develop a strategic...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Description This position is available to be filled at any Huntington Office within footprint. The Trust Tax Services Manager is responsible for leading and overseeing the Trust Tax Services team within Huntington’s Private Bank segment.  This role ensures the accurate and timely production of all fiduciary and tax reporting and assists the Wealth Advisors, Trust Administrators, and Service Specialists across  the Private Bank. The Trust Tax Services Manager acts as a liaison to our outsourced tax preparation firm and serves as a subject matter expert on fiduciary tax administration. The Trust Tax Services team is accountable not only for tax compliance related to fiduciary and charitable trust accounts, but also for maintaining rigorous internal controls, including oversight of  fund movement and account reconciliation. Beyond technical duties, the Trust Tax Services team assists a field of professionals in...

Description Huntington Bank’s Internal Audit Department is searching for an Audit Project Manager with a passion for identifying and mitigating business risk. Serving as an advisor to your business segment, the Project Manager becomes both a subject matter expert in their designated field and a solid line of defense against threats, trusted by colleagues across the bank and external regulators. From initial scope to final report, you will manage and coordinate financial and operational audits that ensure Huntington’s compliance with policies, procedures, and laws. You will collaborate with colleagues across the Audit Department and the wider organization to learn key business processes, test and document results, and communicate with your stakeholders.  Our team works collaboratively and is driven by results, but we are flexible to our colleagues’ needs. Work schedules and locations are customized to fit the team’s...

Description This role is primarily remote in the State of Ohio 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...

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state...

Description As a Senior IT Business Architect , you will play a critical role in shaping the strategic direction of our commercial bank by designing, optimizing, and aligning business capabilities with enterprise goals. You will serve as a trusted advisor to executives and cross-functional leaders—translating business strategies into actionable roadmaps, scalable processes, and well‑structured operating models.   This role will be pivotal in driving application modernization , digital transformation , and enterprise architecture initiatives across the bank. The ideal candidate will have deep financial services experience, strong business acumen, and a proven ability to guide legacy-to-modern transitions in a regulated environment.   You will collaborate closely with key business partners, product leaders, and IT partners to ensure that business decisions, investments, and...

Description Summary: Huntington Bank is seeking a Credit Administration Manager with background in real estate finance to work with the Commercial Real Estate industries group.  This candidate will be a Regional Credit Officer (RCO) covering the bank’s CRE Regional lending platform . The position requires extensive experience covering all types of commercial real estate transactions . The Credit Administration Officer will oversee the Credit submissions and will work in concert with the Business Line in deepening and extending new products and services to current and existing clients. It is anticipated that the Credit Administration Officer will train new officers and be offered growth and leadership opportunities.  Duties & Responsibilities: Being a strategic partner with the line of business. Risk assessment activities and the approval of new loan production and modifications to existing loans....

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...