30 wealth planner jobs found

Position Title Virtual Financial Consultant Location Troy, MI 48098 Job Summary The Virtual Financial Consultant is responsible for delivering personalized financial guidance and investment solutions to mass affluent clients with investable assets typically ranging from $50,000 to $250,000. This role exists to grow and deepen client relationships within the mass affluent segment by providing holistic financial planning, recommending suitable investment products, and connecting clients to the broader Flagstar enterprise. The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable for achieving client engagement, satisfaction, and business development outcomes in full compliance with Flagstar Wealth Services' Retail Investment Sales Program and all applicable regulatory requirements. Job Responsibilities: JOB RESPONSIBILITIES Client Engagement & Relationship Management Proactively engages mass affluent clients...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: This position can work remotely from a home office (anywhere in the state of Michigan) for day-to-day operations. Will travel to the Fremont, MI office on occasion. Position Schedule / Shift: Monday- Thursday 8am-5pm. Friday 8am-4:30pm Key Responsibilities: Reviews and analyzes internal/external investigations, inspections and/or statuses in order to ensure rating/premium value integrity to ensure meeting underwriting guidelines and corporate goals.  Reviews information, initiates policy adjustments for commercial product line(s) and tabulates results.  Compares the rating characteristics of specific accounts and formulates a course of action to ensure compliance with corporate underwriting rules and procedures.  Provides advanced technical and product information in response to questions/inquiries.  Attends training as required. Corresponds and maintains...

Responsible for leading customer experience-focused projects and serving as a subject matter resource on cross-functional programs and initiatives that impact member interactions, perceptions, and outcomes. The Strategist evaluates business initiatives for potential member experience risks, develops recommendations and mitigation strategies, and partners with business areas to incorporate customer experience principles into project planning, design, implementation, and measurement. This role helps ensure the voice of the customer is represented in key decisions and that customer experience considerations are embedded consistently across initiatives that affect members. Develop, coordinate, and implement customer experience programs intended to improve member interactions and reduce avoidable friction across products, services, communications, and business processes.  Create mitigation strategies to address identified experience risks, define intended outcomes, establish...

Job Description Position Location: Remote (United States) About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.   Job Summary: Acrisure's Next Level Administrators are seeking an experienced Lost Time Adjuster to join its Workers’ Compensation Claims Department.  This individual will...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is one of the largest global insurance and employee benefits brokers , 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 over 6 00 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and...

Responsible for planning, organizing, directing, implementation, and leading department assignments.  Position operates within broad objectives to ensure optimum utilization of manpower and budget.  Research, compile and analyze appropriate and relevant data and make recommendations for operational improvements.   Collaborate with teams across the enterprise to implement projects. Oversee claims processing to ensure accuracy while adhering to established guidelines.   Leads in the research, analysis, identification and evaluation of data from assigned problems to evaluate existing and potential trends and issues. Possess and maintain an extensive comprehensive knowledge of BCBSM business, products, programs (including provider data, networks, etc.), corporate organizational structure (including functional responsibilities), and basic research principles/methodologies. Manage and monitor multiple projects simultaneously by establishing project plans and objectives to...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is one of the largest global insurance and employee benefits brokers , 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 over 6 00 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and...

Role Details Job Title: VP of Operations (Commercial P&C Insurance) Location: Troy, Michigan - Hybrid (3 days in-office, 2 days work-from-home) Employment Type: Full-Time Requisition Begin Date: 08/12/2026 Requisition End Date 10/12/2026 (Posting may close earlier if filled or business needs change.) Help us insure it Tokio Marine HCC - Public Risk Group,  a member of the Tokio Marine group of companies, is a market leader in providing specialized insurance products for municipal entities. We cover counties, cities, townships, villages, police departments, prisons, fire departments and more. We serve the growing insurance and risk management needs of medium and large governmental entities and provide property and casualty insurance coverages in multiple states. Role Overview Vice President of Operations (Commercial P&C Insurance) Tokio Marine HCC – Public Risk Group, a member of the Tokio Marine family of companies, is a market leader in...

Role Details Job Title: Actuarial Supervisor Location: Troy, Michigan - Hybrid (3 days in-office, 2 days work-from-home) Employment Type: Full-Time Requisition Begin Date: 08/10/2026 Requisition End Date 10/10/2026 (Posting may close earlier if filled or business needs change.) Help us insure it Tokio Marine HCC - Public Risk Group,  a member of the Tokio Marine group of companies, is a market leader in providing specialized insurance products for municipal entities. We cover counties, cities, townships, villages, police departments, prisons, fire departments and more. We serve the growing insurance and risk management needs of medium and large governmental entities and provide property and casualty insurance coverages in multiple states. Role Overview We are looking for a collaborative, experienced Actuarial Supervisor to lead actuarial analysis and help drive informed business decisions across multiple lines of business. This role will oversee...

Role Details Job Title: Property Claims Adjuster Location: Remote / Hybrid (dependent upon on proximity of office location) Reports To: Katie Toman Employment Type: Full-Time Requisition Begin Date: 08/10/2026 Requisition End Date 10/10/2026 (Posting may close earlier if filled or business needs change.) Help us insure it Tokio Marine HCC - Public Risk Group,  a member of the Tokio Marine group of companies, is a market leader in providing specialized insurance products for municipal entities. We cover counties, cities, townships, villages, police departments, prisons, fire departments and more. We serve the growing insurance and risk management needs of medium and large governmental entities and provide property and casualty insurance coverages in multiple states. Role Overview We are seeking a Property Claims Adjuster to handle low-to mid-level commercial first-party property claims from assignment through resolution. Working under the...

                                    We are seeking two Client Engagement Managers to support the Key Account Managers.  One role will report to Toni White, and the other will report to Kevin Kroll.   Responsible for the retention and growth of existing and assigned accounts in support of organizational strategic, financial and performance goals by executing on core sales and business development activities such as strategic account/agency planning, sales consultations, identification of sales opportunities, and renewal support. Responsible for managing local accounts through agency or consultant interfacing Develop, refresh, and execute multi-year strategic account/agency plans to grow and retain the account and relationships, including identifying key opportunities, risks, and mitigation strategies. Present internal strategic account/agency plans to leadership team as well as external plans to accounts or agencies/consultants for review and alignment. Leverage strategic...

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 Southfield Sedgwick is Growing—Join Us at Our Hiring Event! 🚀 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...

Departmental Summary: This position supports Medicare Part D pharmacy quality and medication adherence initiatives through data analysis, reporting, dashboard development, and operational support. Responsibilities include analyzing healthcare data, monitoring quality measures, providing actionable insights to business and clinical partners, and supporting initiatives that improve CMS Star Ratings. Required Skills and Qualifications: • Strong experience developing complex SQL queries and analyzing large healthcare datasets, including pharmacy claims, medical claims, membership, and provider data. • Proficiency in Python for healthcare analytics, reporting, process automation, and data quality validation. • Experience in writing and maintaining Spark SQL and Python code in Databricks to support process automation and data analytics • Familiarity with SAS programming for data manipulation, reporting, and analytics. • Strong Tableau experience in...

    This position provides strategic leadership over analytics, reporting, and operational improvement initiatives. It leverages data, automation, and business intelligence tools to deliver actionable insights, improve efficiency, and support enterprise affordability and provider performance programs. It also develops high-performing teams that transform data into results.   Responsible for planning, organizing, directing, implementation, and leading department assignments.  Position operates within broad objectives to ensure optimum utilization of manpower and budget.  Research, compile and analyze appropriate and relevant data and make recommendations for operational improvements. Leads in the research, analysis, identification and evaluation of data from assigned problems to evaluate existing and potential trends and issues. Possess and maintain an extensive comprehensive knowledge of BCBSM business, products, programs (including provider data, networks, etc.),...

The Doctors Company is currently seeking a Director Growth Services to join our team. This is a hybrid opportunity based at any TDC or PRA office. Qualifications   Bachelor's degree in Computer Science or Finance-related 5-7 years software development experience Insurance experience preferred Duck creek experience preferred Responsibilities:  Policy Platform Strategy & Modernization Successfully lead the evolution of the Duck Creek Policy platform while reducing technical debt and improving long-term agility. Complete the core modernization roadmap for Duck Creek Policy. Plan and execute platform upgrades with minimal business disruption. Improve application architecture, scalability, maintainability, and resiliency. Reduce technical debt while increasing reuse and configuration over customization. Application Stability, Availability & Operational Excellence Deliver a highly available, resilient, and performant policy...

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products   and services. With over   20 ,000 employees   in   over   6 0 0 offices throughout North America, HUB has   grown substantially, in   part due to our industry leading success...

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 19,000 employees in 500+ 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...

The Doctors Company is currently seeking a Lead Systems Analyst to join our team. This is a hybrid opportunity based at any TDC or PRA office within Eastern or Central time zones.  Position Mission The Systems Analyst will support throughout the organization. You will be a bridge between the business and developers by gathering clear and concise requirements, creating test plans and documents. You will work with our developers and project managers and be responsible for verifying the final product meets the business needs.       Qualifications Bachelor's degree or equivalent combination of education and experience; Economics, Mathematics, Computer Science, or Business Administration preferred Financial or Insurance experience preferred Duck creek experience preferred Ability to manage and direct IT projects through completion, including setting deadlines, assigning responsibilities, monitoring progress, and reporting to management. Ability to apply systems...

Job Description S enior   Analyst, Financial Planning & Analysis   – Corporate    About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   The Senior Financial Analyst, Financial Planning & Analysis (FP&A) - Corporate serves as...

Departmental Summary Leads sales, account management, and market strategy for the Public Sector & Hospitals Market, with accountability for membership growth, retention, customer relationships, and long-term account performance across public sector, healthcare, government, education, and related employer groups. Partners across sales, service, product, finance, underwriting, and marketing to deliver growth, retention, customer experience, and financial objectives for BCBSM and BCN product lines while ensuring customer and market needs are reflected in enterprise decision-making. Preferred Qualifications / Experience Experience leading a complex portfolio of Public Sector and Hospital Market customers, including government, education, municipalities, hospitals, and other large employer groups. Proven ability to develop strategic customer relationships and engage executive leaders, consultants, brokers, agents, public officials, and community stakeholders....