72 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...

The salary range for this job posting is $61,742.00 - $110,642.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Preferred candidates will either work a hybrid schedule in our Columbus, Ohio office or remote in Michigan. Ideal candidates will have experience working with agents in Michigan. However, we may consider candidates will work remote in any of our listed approved payroll states and have underwriting experience with Package Lines and Workers' Compensation. We may hire a senior level depending on candidate qualifications. (compensation shown is inclusive of the non-senior and senior level). This role will report to a Regional...

Location : Columbus, 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 Territory Sales Manager , you’ll focus on developing and managing your assigned territory, building and maintaining strong agency relationships, and meeting established premium and project objectives. Key Responsibilities of the Role    Creating strategic marketing plans for territory to identify opportunities and potential challenges from which strategies and tactics are developed, including: Plans to produce the budgeted premium volume and policy count of profitable lines of business in your assigned territory...

Overview The Senior Business Systems Analyst is a part of the Product Management/Execution group that supports outlining and implementing software solutions.  Business Analysts must be able to efficiently reach an understanding of complex tasks while using this understanding to produce project artifacts that satisfy project objectives. The Business Analyst will work as a liaison among various stakeholders to elicit, analyze, communicate, validate and document requirements for changes to business processes, policies and information systems.  We are looking for someone insatiably inquisitive with attention to detail and empathetic to business needs, who will critically analyze and solve problems of a complex nature.  Must be a team player with strong communication skills. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization.  Responsibilities Collaborate with...

Description This position is available to be filled at any Huntington Corporate office location. Summary: This position is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries and of varying complexity.  Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties and Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and...

Location: Van Wert, 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!   Key Responsibilities of the Role    Reviews and processes policy quotes, issues, changes, renewals, Certificates of Insurance, Motor Vehicle Reports,  and other transactions for Property, Inland Marine, Liability, Worker’s Compensation, and Auto Fleet risks.  Works with clients to deliver risk management strategies that fit their risk profiles Upsells and cross-sells current customers, as well as selling warm leads to prospective customers Recognizes, understands, and responds to the needs of...

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...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. 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...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. 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...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. 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...

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:  Current 7:00am - 3:30pm This position...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Location Details: This is an on-site position in our Lockport, IL location. Position Schedule / Shift: Schedule will consist of hours worked· Monday - Friday between 7:30AM - 6:00PM along with rotational hours on Saturday. Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed....

ABOUT HUB INTERNATIONAL HUB International Limited (“HUB”) is the 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 600+ 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 salary range for this job posting is $69,152.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Encova Insurance has an immediate opening for a Claims Business Analyst for our Columbus, Ohio corporate location. In this role, you will work a hybrid schedule and as such, the expectation is that you reside within a reasonable commute to our office. We can hire at multiple seniority levels depending on candidate qualifications and the posted compensation range is inclusive of all levels. As a Business Analyst II, you must have a minimum of two years of experience working with Guidewire ClaimCenter. Preferred...

The salary range for this job posting is $77,450.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Help shape the future of talent at Encova Insurance. About the Opportunity Encova Insurance is seeking a Senior Talent Acquisition Specialist to help lead and support recruiting strategies that meet current and future business needs. In this highly visible role, you will partner closely with leaders across the organization to build strong candidate pipelines, strengthen our employment brand, and deliver innovative recruiting solutions that attract high-quality talent. The ideal candidate is an experienced,...

Administrative Office/Clerical Assistant  Location: Uniontown, Ohio  Employment: Full-Time and in-person  Hours of work: 9:00 am-6:00 pm, Monday -Friday; Overtime can be expected during busy periods  We are seeking a motivated Clerical Assistant who is a strong team player to join our organization. Prior insurance experience is not required. This role involves learning daily operations by organizing and managing client communications, becoming familiar with client files, and supporting staff with day-to-day business activities. Responsibilities will increase as the candidate gains an understanding of our processes, with opportunities to work closely with Agents on specialized documents and tasks as assigned by company leadership. Responsibilities: · Build & Maintain Strong Relationships o Answering phones, emailing and distributing documents o Typing forms, correspondence, memos, and other materials o Sorting, filing, and maintaining filing systems for...

Description Summary: The Commercial Loan Closing Specialist is responsible for reviewing and organizing all necessary documentation to finalize commercial loan transactions. This includes ensuring accuracy, compliance with regulations, and coordinating with various parties involved, such as lenders, borrowers, and legal teams.  The role involves meticulous attention to detail and a thorough understanding of commercial loan terms including legal concepts, collateral acceptability, and final closing conditions. The Commercial Loan Closer is responsible for initiating and driving the loan closing process while managing and expediting complex and concurrent processes.  Expertise in review and interpretation of deal structures and legal documentation along with working through “gray areas” presented is required. Additionally Commercial Loan Closers  work closely with Underwriters and Relationship Managers to resolve...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. Apartment Facilities Maintenance Technician responsible for the following: · Complete work orders in a timely manner based on priority · Turning and making units ready in between tenant occupancy · Completing repairs in property and apartment plumbing, electrical, carpentry, drywall, and HVAC · Assist in preventative maintenance as assigned · Exterior structural maintenance as needed · Assist in property grounds maintenance · Work with vendors to schedule work and inspect quality · Other duties as assigned -Typical schedule is M-F 7:30-4:30 with an on call aspect of approximately every 13...

Description IS Technical Specialist Summary: The IS Technical Specialist provides technical and consultative support on the most complex technical matters and will lead code development within the Payments Organization. We are seeking an experienced tech specialist with strong engineering skills (Java/API development) and deep GCP expertise to support our Enterprise Payments platform. This role focuses on building cloud‑native services and user experiences, system integration, and production support in an agile environment, enabling high‑volume charge card origination, card servicing, payment processing, and expense management capabilities. The ideal candidate brings strong hands‑on experience with Java (e.g., Spring/Spring Boot), designing and implementing secure APIs (REST; familiarity with API management such as Apigee/API Gateway), while collaborating closely with product, business, and enterprise IT...

Position Title Branch Banking - Client Consultant II - Licensed   Location South Euclid, OH 44118   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: 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 achieve growth...