68 wealth planner jobs found

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Location: Van Wert, OH; Dublin, OH; Waltham, MA; Alpharetta, GA; Irving, TX Work Model: Hybrid or Remote based on location  Position type: Full time - salary       We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. Integrity, relationships, and excellence are at the heart of everything we do. 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! Fraud prevention is at the heart of protecting our customers and our business—and that’s where this role makes an impact. As Anti-Fraud Manager, you’ll lead front-line investigative efforts, tackle complex and high-impact cases, and partner with a wide network of internal teams and external agencies. This is an opportunity to shape strategy, develop talent, and bring modern tools and analytics into real-world fraud detection 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...

Location: Van Wert, OH; Dublin, OH; Alpharetta, GA; Irving, TX Work Model: Hybrid or Remote based on location  Position type: Full time - salary     We are a team of employees who are passionate to deliver best in-class customer service and innovation in the industry. It’s because we put Integrity, Relationships and Excellence in all aspects of our work. Our employees have the opportunity to fully utilize their talents and bring their best self.  We believe that who you are is just as important as what you do! Key Responsibilities of the Role   Leadership and Culture Supports operational teams and senior management by providing timely, consistent, and defensible coverage guidance aligned with policy intent and claim handling best practices Serves as a centralized internal resource for coverage interpretation, promoting consistency across claim teams, jurisdictions, and lines of business...

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 Service Center Representative PRIMARY PURPOSE :  To provide excellent service to callers regarding claims for multiple lines of business; to expedite the claims application process and provide detailed claim notes on all calls; to resolve issues with one call/one person response; and to direct calls to appropriate escalation path as needed. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Acts as primary liaison with callers; follows client specifications in assisting...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients — while supporting growth across Nationwide’s life insurance business. This position is hybrid in Columbus, Ohio for Central Ohio residents (3 days in office). Candidates located near any Nationwide office will follow the same hybrid schedule. Current...

Description Brief Description: The Mainframe Systems Engineer III candidate must have experience in one or more of the following disciplines:  z/OS installation and customization, storage management, hardware configuration, networking, performance management and capacity planning, or ISV installation and customization in a Parallel Sysplex environment.  The candidate must be able to complete work on time in an ever-changing and complex environment and take direction from leaders and managers.  Mentoring is required in this role so mentoring skills and experience are desired.  This position is part of a team that and the candidate must be willing to embrace being a team player. Detailed Description: This candidate will be filling an experienced systems mainframe engineer position.  The candidate must have the following skills: Advanced or expert level SMP/E experience Debugging and tuning experience...

Location: Van Wert, OH; Dublin, OH Work Model: Hybrid  Position type: Full time - salary   We’re a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do. 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! Join a high-impact engineering team at the heart of our personal lines insurance business, where the systems you build power critical customer experiences and core operations. As a Software Engineer , you’ll design and enhance platforms that support policy administration, working across a diverse set of applications to ensure they are reliable, scalable, and built to evolve with the needs of the business. In this collaborative role, you’ll partner closely with product managers, engineers, and...

Location: Van Wert, OH; Dublin, OH Work Model: Hybrid  Position type: Full time - salary       We’re a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do. 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! Join a high-impact team where you will play a critical role in driving enterprise financial insight and enabling profitable growth. As a Senior Financial Analyst, you will transform complex data into actionable intelligence, leveraging advanced analytics and Oracle EPM to deliver forward-looking insights that shape strategic decision-making. You will lead and enhance planning and forecasting processes, helping the organization move toward more dynamic, driver-based forecasting and...

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 Senior Adjuster Property PRIMARY PURPOSE:  To investigate and adjust property and casualty claims, both residential and commercial, with little to no supervision.  ESSENTIAL FUNCTIONS and RESPONSIBILITIES Inspects claims and contacts involved parties in a timely manner. Investigates circumstances of claim(s) as required for coverage determination, cause, and compensable damages/reserves. Examines insurance policies and other records to determine insurance...

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 Liability Litigation Claims Examiner | Litigation, Premise, Auto, BI & Product Claims Experience | Remote Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually...

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 Workers Compensation Claims Adjuster | Dedicated Client | CO, UT, WY Jurisdictions | License Preferred Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every...

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 Caring Starts with You—Sedgwick Open House Hiring Event – Dublin 🚀 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 organizations...

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 Customer Care Advisor Key roles   You will advise customers on their insurance needs and make outbound calls to generate sales and renewals. The ideal candidate for this position is a highly reliable and focused individual who is looking to join a dynamic and high performing unit.     Specific responsibilities (including but not limited to)   Handling enquiries from customers through inbound telephone activity and email....

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 Service Center Representative Our teams thrive together! We collaborate onsite and embrace a flexible hybrid work arrangement. All candidates must live near our Center of Excellence in Seven Hills, OH : 📍 5700 Lombardo Center Suite 200, Seven Hills OH 44131, starting at 17.00 per hour. ✨ What we offer: A stable, consistent work environment—both in-office and virtual A comprehensive training program to help you support employees and customers from...

Description Summary:   As a 1 Line Technology Risk – Cybersecurity team member, you will apply your knowledge of cybersecurity regulations, best practices, and maturity opportunities to support our Cybersecurity business function. This is a key role in helping ensure our Cybersecurity team is informed of risks within their domain so that standard and control objectives are met within our risk appetite. The ideal candidate will be able to excel within ambiguity, function independently, all while developing influential relationships to support their customers. Duties & Responsibilities: Evaluate effective of controls and escalate as appropriate. Support the identification and quantification/qualification of risks with Threat and Vulnerability Management, Vulnerability SDLC, Zero Trust, or the Network Cybersecurity segment(s) Manage the governance of issues through their lifecycle, from ideation to...

Location: Van Wert, OH; Dublin, OH Work Model: Hybrid  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 incurred...

MarshBerry is growing! We are seeking a Director, Valuation to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is currently seeking a Director, Valuation based in either our Beachwood OH, Grandville MI, Plano TX, or New York NY office . The Director will lead the growth and execution of MarshBerry’s valuation services. The Director will be responsible for generating and executing valuation and consulting...

Location:  Van Wert, OH Work Model:  Onsite  Position type:  Full time - hourly  We are a team of employees who are passionate to deliver best in-class customer service and innovation in the industry. It’s because we put Integrity, Relationships and Excellence in all aspects of our work. Our employees have the opportunity to fully utilize their talents and bring their best self.  We believe that who you are is just as important as what you do! We take great pride in the experience we provide our employees and guests. As a Custodial Specialist, you'll be on the front line of delivering this experience. Your duties will include ensuring the facility is in world-class condition from the perspective of cleanliness and orderliness. Our custodial group consists of individuals who are empowered to decide how to perform their duties best to achieve the exceptional level of service we desire.     Shift hours: 7:00am - 3:30pm How You'll Make...