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wealth planner New Jersey

57 wealth planner jobs found

Ascot Group
05/25/2026  
AI Governance Lead
This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way.   The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric strategies.   Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot exists to...
Ascot Group Woodbridge Township, NJ Full Time
WSFS Bank
05/21/2026  
Personal Banker I- Burlington, NJ
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...
WSFS Bank Burlington, NJ Full Time
NJM Insurance
05/21/2026  
Property Damage Rep II - Total Loss
New Jersey Manufacturers Insurance Company (NJM) was founded in 1913 by a group of manufacturers seeking to provide cost-effective, safety conscious and financially secure workers' compensation insurance for their workers. From inception the Company has operated as a mutual, with a focus on the needs of its policyholders. Today, NJM Insurance Group, is a leading mid-sized U.S. property and casualty insurance company with 90 consecutive years of A+ financial strength ratings by AM BEST. Due to exceptional employee experience, NJM has been included on the latest Forbes List of Best Employers in New Jersey for the fourth year in a row. The NJM reputation for being a top provider of outstanding customer service was reaffirmed by the most recent J.D. Power Auto Insurance Claims Survey. The Property Damage Rep II is responsible for appropriately handling, settling, and closing property damage (automobile) claims that are deemed a total loss by bringing a prompt and...
NJM Insurance Hammonton, NJ Full Time
Crum & Forster
05/21/2026  
Director, Large Fleet and Sharing Economy Claims - Remote
Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster,...
Crum & Forster Morristown, NJ Full Time
Crum & Forster
05/21/2026  
Underwriting Assistant - GL and Excess - Remote
Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.   Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2025 Great Place to Work ® Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.   C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster,...
Crum & Forster Morristown, NJ Full Time
NJM Insurance
05/20/2026  
PL Claims Specialist (II/ Sr)
There’s never been a better time to join NJM!  With a nationally ranked reputation for outstanding customer service and a history that spans more than a century, NJM is a leading provider of worker’s compensation, automobile and homeowners’ insurance in New Jersey.  Become a member of our team and you’ll be part of company who operates for the sole benefit of its policyholders and is committed to maintaining the highest levels of service.  Team members are offered a competitive compensation. The General Claims department is seeking a PL Claims Specialist (II/ Sr.) The PL Claims Specialist will appropriately manage and resolve bodily injury claims across multiple states, and if necessary, through the litigation process.  This includes contacting insureds, claimants, attorneys, witnesses and other carriers, and investigating, negotiating, and settling claims based on company guidelines and applicable law, as well as securing and maintaining required licenses. Essential...
NJM Insurance Trenton, NJ Full Time
Berkley
05/20/2026  
Sr. Production Underwriter
Company Details   Berkley Luxury Group is an operating unit of W.R. Berkley Corporation, one of America’s largest commercial lines writers in the United states. At Berkley Luxury Group we offer tailored, all-inclusive insurance solutions for luxury condo, co-op, rental properties and fine dining restaurants.   Berkley Luxury Group has been a mainstay in the commercial real estate and hospitality business since 1986. We specialize in luxury condominiums, cooperatives, and apartments in the habitational space, Class A Office buildings and fine dining restaurants in the hospitality space. BLG maintains a standard of prompt and fair settlement of claims, and endeavors to treat insureds and brokers in a partnership-like manner.   BLG has developed a strategic plan to grow their success by expanding their footprint geographically and adding complementary products. At BLG there is a shared vision to be the best option for its customers. We aim to provide...
Berkley Parsippany-Troy Hills, NJ
Crum & Forster
05/18/2026  
Senior Actuary, Employer Stop Loss - Eatontown, NJ or Remote
Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market. Job Description Information about the Role, Line of Business and Team: The...
Crum & Forster Eatontown, NJ Full Time
AXIS
05/18/2026  
Director, Product Owner and Systems Integration
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...
AXIS Millburn, NJ Full Time
NJM Insurance
05/15/2026  
First Notice of Loss Associate
The First Notice of Loss Associate serves as the first point of contact for policyholders, claimants or other parties reporting claims. They are responsible for addressing customer inquiries concerning the claim process and collecting essential details about the incident, to accurately and efficiently establish new Auto, Property and Commercial claims. Monday to Friday (8:00am-4:15pm) and 1 Saturday a month (8:30am-4:30p) Essential Duties and Responsibilities: Receive initial reports of loss or damage from policyholders, claimants or other parties. Accurately process information into the system for assignment to an adjuster. Address customers’ questions and concerns related to the claims process and procedures and offer clear instructions on the next steps. Determine appropriate coverage and complete necessary follow-ups in a timely manner. Navigate systems with proficiency to access appropriate information to service callers. Perform additional...
NJM Insurance Hammonton, NJ Full Time
Foundation Risk Partners
05/15/2026  
Commercial Lines Account Manager
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their team in Edison, NJ.  Job Summary: Responsible for overseeing the daily P&C account management operations, issues and inquiries and ensuring the billing processes are timely and accurate. Essential Duties & Responsibilities: Oversees all aspects of policy lifecycle from inception to renewals Manage all P&C; including recording, auditing and maintaining account records Interact with clients, prospects and carrier underwriters, finance companies, colleagues and corporate finance regarding P&C account management Complete special projects and perform additional duties and responsibilities as assigned Job Competencies: Strong knowledge of P&C coverage, carriers and marketplace in broker environment Strong marketing experience and carrier relationships...
Foundation Risk Partners Edison, NJ
AXIS
05/15/2026  
Senior Claims Specialist - EPL/Fiduciary
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...
AXIS Millburn, NJ Full Time
NJM Insurance
05/13/2026  
Homeowner Rep (II/ Sr.)
There’s never been a better time to join NJM!  With a nationally ranked reputation for outstanding customer service and a history that spans more than a century, NJM is a leading provider of worker’s compensation, automobile and homeowners’ insurance in New Jersey.  Become a member of our team and you’ll be part of company who operates for the sole benefit of its policyholders and is committed to maintaining the highest levels of service.  Team members are offered a competitive compensation. NJM's Claims Team is seeing a Property Field Adjuster (Homeowners Rep is the official NJM Title) to investigate and evaluate claims related to property damage.  It is the role of the adjuster to assess damages, determine coverages and negotiate settlements for covered losses.  These tasks must be performed while also remaining committed to our customers and the GC Value Proposition. This role is in the field and requires travel throughout the Central NJ Region. This role doe not...
NJM Insurance Trenton, NJ Full Time
Flagstar Bank
05/13/2026  
Financial Consultant
Position Title Financial Consultant Location Sayreville, NJ 08872 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     Build and   maintain   excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing   plans   and daily support ....
Flagstar Bank Sayreville, NJ Full Time
Travelers
05/13/2026  
Auto Liability Claim Representative
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 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, employees...
Travelers Morristown, NJ Full Time
Crum & Forster
05/11/2026  
Claims Program Manager, MBU- Eatontown, NJ or Remote
Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market. Job Description Information about the Role, Line of Business and Team: The...
Crum & Forster Eatontown, NJ Full Time
GEICO
05/07/2026  
Associate Counsel - Hackensack, NJ (Remote)
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. GEICO is looking to hire an Associate Counsel to defend lawsuits filed in New Jersey courts and other first party insurance defense. The position is with GEICO Staff Counsel located in West Orange, NJ. Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on liability, damages, and value as requested by the Claims Department Preparing...
GEICO Elizabeth, NJ Full Time
GEICO
05/07/2026  
Associate Counsel - West Orange, NJ (Remote)
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. GEICO is looking to hire an Associate Counsel to defend lawsuits filed in New Jersey courts and other first party insurance defense. The position is with GEICO Staff Counsel located in West Orange, NJ. Job duties and responsibilities: Researching laws and preparing legal briefs, opinions, and memoranda Rendering opinions on liability, damages, and value as requested by the Claims Department Preparing...
GEICO Elizabeth, NJ Full Time
WSFS Bank
05/06/2026  
Personal Banker II- Cherry Hill, NJ
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound...
WSFS Bank Cherry Hill Township, NJ Full Time
AIG
05/06/2026  
Assistant Vice President - Mass Tort and Complex Casualty
Assistant Vice President – Mass Tort and Complex Casualty Claims At AIG, we are reimagining the way we help customers to manage risk. Join us as a Mass Tort and Complex Casualty Assistant Vice President to play your part in that transformation. You’ll work with some of the best claims and underwriting minds in the industry addressing challenging claims and sophisticated coverage issues, and helping our businesses develop products to address the rapidly evolving risk environment. Grow your career at the forefront of Casualty insurance. In Complex Casualty Claims, we strive to live AIG’s corporate values: Take Ownership, Set the Standard, Win Together, Be an Ally, Do What’s Right. At AIG, we are committed to creating a culture that truly respects and celebrates each other’s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities...
AIG Jersey City, NJ Full Time

 

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