89 wealth planner jobs found

Position Title Financial Planner   Location Palm Beach, FL 33480   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1000 paid after 30 days of employment, $1500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $29,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1000 paid after 30 days of employment, $1500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $29,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition...

  Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Coordinator to their  Acentria team. Job Summary: The Commercial Lines Account Coordinator is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This includes regularly interacting with new and existing clients as needed. The Account Coordinator is also responsible for devising creative solutions to meet client needs as to insurance coverage. This position reviews processed policies as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Participates in marketing meetings and attends carrier meetings   Maintains open items checklists/timelines Prepares certificates of insurance  Responsible for major...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for investigating and confirming the facts of loss for the most complex automobile accidents. Determines coverage, liability, damages and otherwise adjusts and negotiates claims within limit of authority. Mentors and provides direction to junior employees. National General Insurance is hiring an Attorney‑Represented Bodily Injury Claims Adjuster to manage complex claims for Georgia and/or Florida. This position is well suited for a seasoned adjuster who thrives in a fast‑paced, decision‑driven environment and is motivated to deliver strong claim outcomes while elevating overall team...

Company Details   Berkley One  is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the  W.R. Berkley  brand.   Why Join Us? At Berkley One, you’ll be part of a forward-thinking team that’s reimagining personal insurance. We’re building solutions that are as sophisticated and agile as the clients we serve—individuals and families who value innovation, simplicity, and exceptional service. You’ll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry.   What We Value A client-first mindset with a passion for delivering exceptional experiences Curiosity, creativity, and a drive to challenge the...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their  Acentria team. Job Summary: Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role. Essential Functions: Market new business as assigned by producer Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their  Acentria team. Job Summary: Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role. Essential Functions: Market new business as assigned by producer Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Sedgwick your Career Starter - Open House Hiring Event - Orlando 🚀 Open House Hiring Event – Launch Your Career With Us!   Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day, in every time zone, the most well-known and respected...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The ASD Account Manager is the primary client-facing role responsible for managing and servicing a high-volume portfolio of small group employer accounts. Working remotely via phone, email, and virtual meetings, the Account Manager delivers superior day-to-day client service, coordinates support across internal operations teams and serves as the client's trusted point of contact throughout the life of...

WHO WE ARE   Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.     WHAT WE’RE LOOKING FOR   The Accoun ts Payable Specialist   is responsible for the efficient, accurate and timely processing of accounts payable transactions. The individual in this position ensures compliance with company policies and accounting standards and maintains strong vendor relationships, while supporting the Finance Team.     A GLIMPSE INTO YOUR DAY   Accurately processes   accounts   payable invoices, verifying due dates, amounts, and...

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  ***20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED*** Customer Service Representative – Tampa, FL Salary: $29.28 - $34.24 hourly / $59,000 - $69,000 annually When you grow, GEICO grows. And if you’re the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We’re looking for Customer Service Representatives for...

Guardian's Group Benefits Distribution team is seeking a Premier Market Sales Executive who will be responsible for building and maintaining broker and plan holder relationships to drive ongoing sales and retention of groups of 2-1,999 lives, with a primary focus between 100-1,999 lives (Premier Market). Success will be determined based on the ability to attain high levels of production through broker development and internal relationships. This role will report to the Market Leader within the assigned territory. You will: Market, position, and sell Guardian’s entire Group Benefits portfolio products and technology solutions to your designated brokers. This includes Dental, Vision, Life, Disability, Absence, and Supplemental Health products. Support the general wellbeing of the broker and client relationship for the development and growth of Guardian sales and client retention. Understand territory dynamics to build, develop and maintain broker relationships to grow...

Utica First Insurance Company has been serving the insurance needs of families and businesses for over 100 years. We have a dedicated “team” of employees and offer continuing opportunity for personal career growth. Utica First Insurance Company is currently seeking a Marketing Representative for our Florida territories. This candidate must reside in the state of Florida.  The Marketing Representative primary function is to maintain and grow customers in their territory. Representatives should be able to assess agents’ needs and risks to recommend suitable coverage, manage agents accounts, and manage policy updates and renewals.  This individual should be able to identify and educate potential agents on policy options and build relationships to meet company goals.   Reports To Vice President of Marketing Requirements Duties/Responsibilities Visit the assigned agents on a regular basis for the following purposes: · Increase interest and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property & Casualty Sales Account Executive to join our growing team in Maitland, FL or Daytona Beach, FL! The Sales Account Executive serves as the liaison between the Producer and Client, ensuring exceptional customer service and client satisfaction. Their focus is on service, product and service upgrades, managing relationships both internally and externally, and client retention. The Commercial Insurance Consultant is responsible for identifying marketplace opportunities, assisting with prospecting, and developing proposals. Significant collaboration between Producers and other team members is required. How You Will Contribute:   Responsible for the combined functions of the development and successful acquisition of new business revenue from new and existing clients and providing a high...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Are you looking for a job that gives you the opportunity to build a great career while making a difference in peoples’ lives? Join Brown & Brown Absence Services Group as a SSDI Hearing Advocate We are looking for an experienced SSDI Hearing Advocate/Paralegal that is a great communicator who is customer-focused and excited by the prospect of working closely with a highly motivated and fast paced team. Hearing Advocates provide education and guidance to individuals at the appeal levels with the goal of obtaining Social Security disability benefits. As a SSDI Hearing Advocate, the primary focus is serving as a liaison and advocate for claimants to ensure a fast and favorable outcome of their Social Security Disability claim. This position is responsible for the various aspects of the reconsideration and hearing process from...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1000 paid after 30 days of employment, $1500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $29,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition...

At AIG, we are reimagining the way we help customers to manage risk. Join us as the Product Leader Casualty - Fac Desk to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting: The AIG Facultative Desk, Latin America underwrites a diversified facultative reinsurance portfolio in Property, Energy & Construction, Casualty, Financial Lines, Marine, Political Violence, and Cyber White Label. Depending on our clients’ needs, the Desk can deploy capacity on behalf of AIG to reinsurance brokers and insurance companies across Latin America.  How you will create an impact: The Casualty Regional Product Leader will be responsible for the designing and direction of the Business Plan to develop a Facultative Reinsurance Portfolio for Casualty products including General Liability, Construction Liability, Environmental Liability, Energy Liability, and Product Recall across...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1000 paid after 30 days of employment, $1500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $29,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition...