9 senior wealth advisor jobs found

Acuity is seeking a Director – Total Rewards to oversee the management and coordination of the benefits and compensation functions, including employee benefit programs, compensation practices, leave administration, related compliance, and vendor management. This role is responsible for developing, executing, and monitoring a comprehensive total rewards strategy in coordination with leadership, while also partnering as needed with Employee Success, Talent Acquisition, and Payroll teams, and performing other duties as requested. This is a hybrid position which requires at least one day per week onsite. You will: Develop and implement total rewards strategies to attract, retain, and motivate top talent, aligned with the organization's business objectives. Design and manage compensation and benefits programs, including insurance programs, salary structures, merit cycles, and health and welfare initiatives. Conduct market research and benchmarking and analyze...

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   nearly $ 5B 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   Job Summary:   The Sr. Employee Benefits Account Executive   is responsible for   retaining   and expanding client relationships, improving   the client   experience by   demonstrating   expertise   as a professional insurance advisor, and   facilitating   the sales cycle of...

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,...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

The Senior 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 Senior 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 Senior 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. In addition to standard Senior Account Executive responsibilities, this role also functions as a Relationship Manager, providing elevated...

The Senior Account Executive serves as a trusted advisor to clients, managing day-to-day relationships while developing and executing effective employee benefits strategies. This role acts as the primary client contact, delivering expert guidance across medical, life, disability, and ancillary benefit plans. In addition to leading client strategy, the Senior Account Executive oversees account execution by reviewing work, delegating responsibilities, and ensuring timely, accurate deliverables. The role also drives revenue growth through client expansion and supports new business development alongside producers and internal teams. The ideal candidate brings deep knowledge of employer-sponsored health and welfare plans, along with a strong understanding of federal and state regulations, and thrives in a fast-paced, growth-focused environment at a top insurance brokerage firm. Your Impact: Serve as a subject matter expert in Health & Welfare benefits, including...

Step into a role where you’ll build lasting client relationships and drive real impact. As a Mid‑Market Account Manager, you’ll own a focused book of business while serving as a trusted advisor—handling day‑to‑day needs, offering clear insights through data, and delivering a seamless, high‑quality client experience. You’ll collaborate closely with vendors, carriers, and internal teams, and you’ll also support Team Leaders and Account Executives on larger accounts, giving you valuable exposure to more complex client work. You’ll play a key part in accelerating growth by identifying opportunities to expand your clients’ coverage and deepen partnerships within your portfolio. Success in this role comes from a strong foundation in employer‑sponsored health and welfare plans and a solid grasp of the federal and state regulations that guide them. If you’re driven, client‑focused, and ready to grow your career in a dynamic brokerage environment, this is your chance to excel. Your...

Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   Our Financial Advisors 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...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a RN Field Case Manager position in Milwaukee, Wisconsin.   Work from home, and on the road. Monday – Friday, regular business hours.   As a RN Field Case Manager, you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing...