113 wealth planner jobs found

Position Title Wealth Planning Associate   Location New York, NY 10018   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 Wealth Planning Associate supports the Head of Family Advisory and Trusts and senior wealth planners in the delivery of holistic planning solutions to the bank’s most important clients. This role is execution focused and developmental, offering exposure to sophisticated planning...

Position Title Financial Planning Lead Location New York, NY 10018 Job Summary Family Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: cash flow planning for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated 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. We are seeking a dynamic and technically proficient Financial Planning Lead to elevate our private banking offering through sophisticated cash flow modeling and goals-based planning for HNW individuals and families. This role is both...

Position Title Financial Planner   Location New York, NY 10018   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...

Be Apart Of Something Groundbreaking     AIG is seeking a detail oriented and proactive Data Privacy professional to support the organization's commitment to protecting personal information. This role is responsible ensuring compliance with global data protection regulations, managing privacy risk and promoting best practices across the business. The successful candidate will collaborate with cross function teams to strengthen privacy governance, support regulatory requirements and help maintain customer and stakeholder trust through effective data protection practices.    How you will create an impact Providing advice and guidance to business units and corporate functions on Privacy program risks. Maintaining current knowledge of Americas laws and regulations relating to Privacy governance, operational and compliance risks, and implementing appropriate changes to existing policies, standards and compliance programs. Participating as a key resource in AIG’s...

Overview The successful candidate will be a part of a busy and highly effective legal team based primarily in New York that provides legal support to the full range of businesses within AmTrust. The role reports to VP, Senior Corporate Counsel and would have day-to-day responsibility for managing their own tasks and responsibilities. This position requires in-office attendance four (4) days per week.   Responsibilities will include assisting with real estate matters ranging from acquisition and divestitures to leases; joint ventures; investment matters including preparing transaction forms (e.g., purchase agreements, letters of intent, disclosure schedules, diligence checklists, subscription documents, etc.); M&A matters including compiling disclosure schedules and assisting with regulatory filings; and administrative responsibilities. The successful candidate must maintain a solid understanding of AmTrust’s mission, vision, and values and uphold the...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Senior Environmental Claims Adjuster Employment Type:  Full-Time  FLSA Status : Exempt  Location:  Field   Summary:   We are looking for a highly capable Senior Environmental Claims Adjuster to join our team and work from our office in New York City.  We can also consider candidates in our Albany, Chicago, Houston, Los Angeles, Omaha, or Richmond (VA) offices. Alternatively, we can fill this role fully remote except in the states of AK, DE, HI, KY, MI, MS, MT, ND, SD, or VT. This individual will report to a manager who works in New York City and is focused on adjudicating first and third party commercial...

Position Title Branch Banking Client Consultant II-Licensed   Location Bayside, NY 11364   Job Summary Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations including NYC, Dallas, and Charlotte. What you will do You'll be responsible for adjusting auto bodily injury claims in primarily New York venues. You'll be communicating with all parties involved and completing investigations in a timely and thorough manner. This position will include contact with attorneys on serious claim matters, and you will consult with a supervisor on more complex coverage and technical matters. This position requires strong analytical skills, attention to detail, and the ability to negotiate and settle...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Senior Underwriter in our E&S Property team.   Our E&S Property team considers all types of commercial occupancies for catastrophe protection based on individual risk characteristics. We entertain single location risks as well as large schedules of locations and consider risks throughout the US including those located in both catastrophe prone and non-catastrophe prone areas. Location: This position will be based out of our New York, NY; Morristown, NJ: Alpharetta, GA; Chicago, IL; Dallas, TX and Conshohocken, PA areas. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers.   Our business, your impact, our opportunity: What you’ll be doing: Reviews applications and financial requirements to determine acceptability of risk in accordance with Endurance guidelines...

Position Title Branch Banking Client Consultant II- Licensed   Location Ozone Park, NY 11416   Job Summary Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s)...

Multinational Producing Office Administrator Join us as a Multinational Producing Office Administrator to grow your career at the forefront of multinational insurance. Make your mark in Multinational AIG’s Multinational business is an exciting area that provides multinational insurance solutions for our global customers, empowering them to navigate their cross-border risks with confidence and consistency. AIG Multinational professionals have the diverse skills and expertise necessary to deliver customized, compliant and seamless solutions that support our clients’ risk management objectives. You can work alongside a dynamic, multi-disciplinary team to explore new opportunities for customers. Role Summary Primarily internal facing role providing administrative support on an assigned portfolio of Tier 1-3 programs in support of the Multinational Client Executives, Multinational Client Coordinators and Product Underwriters.  Provides end to end servicing of Tier 4...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Overview This position is responsible for handling residential real estate closings from beginning to end. This includes keeping buyer, seller, real estate agent, lender and mortgage broker up to date throughout the transaction as well as clearing title, closing, balancing and disbursing escrow funds, recording documents to convey and insure title, and other ancillary tasks that relate to the issuance of title insurance. Responsibilities · Review residential purchase/sale contracts and comply with all terms. · Review title commitment and clear curative items. Identify any potential issues or encumbrances and work to resolve. · Prepare and issue Closing Protection Letters, title curative documents and transfer documents. · Coordinate Closings with all parties involved. · Ensure compliance that all transactions meet the regulations as well as company policies and procedures. · Ensure all documents are properly...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Senior Technical New York Labor Law Claims Specialist   Employment Type:   Full-Time   FLSA Status:   Exempt   Location:   In-Office     Summary:    Due to continued growth, we are looking for a highly capable Senior Technical New York Labor Law Claims Specialist to join our team and work from our New York City or Albany office. We work together in the office five days a week   in order to   strengthen our culture, build team connections, and drive profitability. This role will be   adjudicating   claims of general liability, third party property...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Senior Technical New York Labor Law Claims Specialist   Employment Type:   Full-Time   FLSA Status:   Exempt   Location:   In-Office     Summary:    Due to continued growth, we are looking for a highly capable Senior Technical New York Labor Law Claims Specialist to join our team and work from our New York City office. We work together in the office five days a week   in order to   strengthen our culture, build team connections, and drive profitability. This role will be   adjudicating   claims of general liability, third party property damage,...

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. Must be able to use a PC Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills Must be able to multi-task Must be able to learn and apply large amounts of technical and procedural information, and to follow published standards and processes Must be knowledgeable of infrastructure tools and management techniques and...

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...

Job Description Are you looking for your next opportunity?   Sompo has a unique opportunity for an Assistant Vice President Underwriter in our Retail Excess Casualty Business Unit.   Our Excess Casualty team brings extensive expertise and maintains strong, long-standing relationships with a select group of appointed retail brokers. We provide a consistent underwriting approach and efficient turnaround times and are supported by an experienced claims team. We operate through a network of retail brokers who value long-term partnerships supported by a strong and reliable service commitment.   Location: This position will be based out of our New York, NY office. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Prioritize and evaluate new and renewal submissions to identify profitable opportunities aligned...

Location: Western NY; Syracuse, NY; Rochester, NY Work Model: Remote Position type: Full time - salary We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. We prioritize integrity, relationships, and excellence in all aspects of our work. Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do! As a Middle Market Underwriter, you’ll help Central fulfill its promise to its customers by effectively managing your assigned territory, building strong relationships with agents, writing a profitable book of business, and providing top-notch service. Key Responsibilities of the Role Manage and underwrite assigned book of middle market business to achieve profitability and meet financial objectives Select profitable new business through analysis of the risks presented, coverage requested, and losses...

Overview This position is responsible for handling residential real estate closings from beginning to end. This includes keeping buyer, seller, real estate agent, lender and mortgage broker up to date throughout the transaction as well as clearing title, closing, balancing and disbursing escrow funds, recording documents to convey and insure title, and other ancillary tasks that relate to the issuance of title insurance in the State of Ohio.  Responsibilities Review residential purchase/sale contracts and comply with all terms. Review title commitment and clear curative items. Identify any potential issues or encumbrances and work to resolve. Prepare and issue Closing Protection Letters, title curative documents and transfer documents. Coordinate Closings with all parties involved. Ensure compliance that all transactions meet the regulations as well as company policies and procedures. Ensure all documents are...