749 associate advisor jobs found

The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients. Identify and generate new sales opportunities through analysis and discovery Participate in sales meetings to review sales activities and prospective customers with leadership Develop a full working knowledge of respecitve insurance line products and procedures. Learns to present proposals in a professional manner,...

Job Description Summary The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. POSITION SUMMARY: The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role. This individual will be working with mass affluent clients with assets of under $2 million. In addition, the incumbent will lead to...

Join us in creating a better way! At eHealth, our mission is to expertly guide consumers through their health insurance and related options when, where, and how they prefer. We’re creating a better way – one that’s transparent and trustworthy for both our consumers externally and our employees internally.  Move your career forward while connecting countless people to the life- changing, quality care they deserve. Our diverse team of innovators supports one another in solving some of the toughest challenges. We’re always on the lookout for creative opportunities to do right by our customers, and each other. Together, we’re creating a better way to work, united by our common passion to make a difference. Do you have a passion for helping others? Do you enjoy providing solutions to complex customer needs? Are you looking for a company that offers support and advancement opportunities while working from home? If so, our seasonal Carrier Associate Benefit Advisor role may...

Join us in creating a better way! At eHealth, our mission is to expertly guide consumers through their health insurance and related options when, where, and how they prefer. We’re creating a better way – one that’s transparent and trustworthy for both our consumers externally and our employees internally.  Move your career forward while connecting countless people to the life- changing, quality care they deserve. Our diverse team of innovators supports one another in solving some of the toughest challenges. We’re always on the lookout for creative opportunities to do right by our customers, and each other. Together, we’re creating a better way to work, united by our common passion to make a difference. What  you’ll  do:   As a  Seasonal  Associate Benefit Advisor, you will guide beneficiaries as they navigate one of the most important purchasing decisions of their life, selecting their health insurance coverage. You will listen, consult, and advise clients over...

Position Title Portfolio Management Associate – Flagstar Advisors Location Beverly Hills, CA 90212 Job Summary The Portfolio Management Associate will support a Senior Advisor in delivering comprehensive wealth management services to high-net-worth clients. This role is designed for a financial professional with strong investment and portfolio management capabilities who can oversee ongoing client portfolio needs, conduct client reviews, and provide thoughtful advice. The position allows the Senior Advisor to focus on strategic relationships and business development while ensuring disciplined portfolio management and exceptional client service. Job Responsibilities: JOB RESPONSIBILITIES Performance Monitoring Oversee portfolio allocation and implementation for a segment of existing client households, ensuring alignment with investment objectives and firm strategy. Monitor client portfolios, rebalance allocations as appropriate, and identify opportunities to...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a remote Financial Planner role that will work with the state of Kentucky plan supporting their government/public sector plan participants. There will be some occasional travel required within the state of Kentucky in support of this plan. Living within the territory or in a border city is strongly preferred. ***Please note that the CFP designation is a requirement of this job. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! 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. This role will work a hybrid schedule coming into the Columbus, Ohio, Des Moines, Iowa, or Scottsdale, Arizona office 2 days per week on Mondays & Tuesdays. Remote candidates may also be considered. Why this role matters Nationwide’s Commercial Lines businesses are in the middle of a multi‑year transformation – modern platforms, new products, and a heavy focus on AI, data, and digital experiences. Commercial Lines Technology needs a hands‑on business architect and planning leader who can connect...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! 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. This role will work a hybrid schedule coming into the Columbus, Ohio or Des Moines, Iowa office 2 days per week on Mondays & Tuesdays. Why this role matters Nationwide’s Commercial Lines businesses are transforming how we underwrite, serve, and partner with customers and agents. Our Commercial Lines technology organization is at the center of that change – modern platforms, AI‑enabled experiences, and retiring legacy technology. We need a Delivery Leader who can turn strategy into reality: aligning...

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 Legal 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...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! 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. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Nationwide’s Technology Service Desk is an inbound call center supporting 25,000 plus associates/contractors and 100,000 plus agents. We provide break fix and troubleshooting support for passwords, network, connectivity, hardware, software, and mobile apps, etc. Our group is comprised of approximately 60 associates in Columbus and remote work from anywhere locations....

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Position Overview The Senior Financial Services Technical Lead plays a critical role on Nationwide Financial’s Advisory New Business (NB) Team , supporting the onboarding and administration of advisory annuity products from application through funding. This team specializes in advisory-focused products and processes that originated with the Jefferson National acquisition and has since expanded to support additional Nationwide advisory offerings, including Monument Advisor and NARIA . In this...

As Associate General Counsel, Employment, you will report to the Chief Legal Officer and will serve as lead counsel on all labor and employment matters across the enterprise. You will act as a trusted advisor to the Chief Human Resources Officer providing expert advice to develop, implement and monitor employment related strategies and practices, and on a broad range of employment related legal issues and topics. You will be a member of the Law Department’s Executive Leadership Team along with peer Practice Area leaders, leading the direction of the Law Department and be committed to promoting the department’s mission to: Partner as trusted advocates and advisors to drive strategic solutions that advance Guardian’s purpose, priorities, and values. You have Demonstrated experience providing excellent, business focused legal advice and counsel and excel at building deep, trusted relationships with CHRO and key stakeholders Demonstrated experience building a strong...

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 Operations, Underwriting 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...

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 Operations, Underwriting 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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Associates in this role develop, train, run, and communicate analytical models to business partners and other end users while making connections to larger NF initiatives and goals. They lead financial and operational measurement projects, identifies relevant data sets for data analytics application(s) , creates visual and statistical solutions using advanced business intelligence tools and appropriate research methodologies and best practices. Frequently runs in-depth data analysis of to...

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 Operations, Underwriting 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...

The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to their business objectives. This role partners with Producers and/or Senior Client Advocates (SCAs) on large and complex accounts and may independently lead middle market client relationships where a senior account lead is not assigned. The Client Advocate coordinates and leverages WTW resources to deliver seamless service, effective placement strategies, and integrated risk management solutions aligned to client needs, while ensuring adherence to all regulatory, compliance, and technical standards. Leveraging deep industry and insurance expertise, the Client Advocate develops and advises on coverage strategies, identifies opportunities to enhance client outcomes, and supports growth through proactive relationship management. Success in this role requires the ability to deliver exceptional client service in a...