667 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,...

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...

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 hi-network and private risk lines of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, you will begin with an in-depth training program and will have exposure to...

Company: Marsh Description: We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in the New York. This is a hybrid role that has a requirement of working at least three days a week in the office. The Associate Advisor will support Client Advisors by providing support for insurance placement activities. This role involves maintaining ongoing relationships with clients and team colleagues to effectively service clients and contribute to business growth and retention. We will count on you to: Work closely with Casualty Advisors to drive business and retention and improve the client experiences throughout the proposal and renewal process. Review contracts and audits, and follow up regarding endorsements, policy issuance, extensions and cancellations and escalate concerns to direct manager or client team, as appropriate. Monitor the renewal cycle by ensuring renewal protocol is complete (via tools available) gathering...

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 160 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 Customer Service, Operations, Sales 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,...

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 160 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 Customer Service, Operations, Sales 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,...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in Charlotte, NC . This is a hybrid role that has a requirement of working at least three days a week in the office. This role involves performing complex clerical tasks such as photocopying, scanning, word processing, and filing to support Advisory colleagues, as well as assisting in the preparation of presentations, proposals, and program submissions. Additionally, the position requires monitoring renewal and binder control systems, attending internal strategy meetings to enhance understanding, and coordinating with underwriters to ensure accurate coverage. We will count on you to: Perform more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Advisory colleagues Attend internal strategy meetings to gain a deeper understanding of the work the Company does and better...

Position Title Wealth Management - Flagstar Advisors Risk & Controls Associate Location New York, NY 10018 Job Summary The Wealth Management – Flagstar Advisors Risk & Controls Associate will help to design, build, transform and implement a risk management framework and lead the ongoing identification, assessment, and measurement of the business line’s material risks and key controls. The Wealth Management – Flagstar Advisors Risk and Controls Lead in this 1st Line of Defense (1st LOD) role will bring knowledge of and experience in regulatory requirements and risk experience in Wealth Management. The role will partner with the Private Bank & Wealth Management business as it develops a Chief Investment Office, Family Advisory & Trust, and Insurance practice. • Flagstar Advisors is a licensed broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Flagstar...

MarshBerry is growing! We are seeking a Transaction Advisory Associate 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 Transaction Advisory Associate based in our Beachwood OH, Grand Rapids MI, Plano, or TX office. The Associate will fulfill buyside merger and acquisition advisory, due diligence, and financial consulting projects. The Associate will also be responsible for...

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 Underwriting Target Openings 1 What Is the Opportunity? Business Insurance helps companies in the UK and Ireland identify, prepare for and mitigate risks by offering a broad array of industry-specific, combined property and...

Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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. Key Responsibilities: Develop and maintain quantitative analytics using advanced statistical, quantitative, or econometric techniques to enhance portfolio risk management and optimize portfolio construction Assist in implementation and delivery of analytics to different areas of risk and investments Perform advanced quantitative analyses and model development, proactively identify emerging risks, and develop tools & applications...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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. This is a hybrid position located in Columbus Ohio and you will be required to come into the office as needed. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-CA1 #nationwidefinance #financialreportingcontrols Job Description Summary Do you want to invest in yourself and thrive in an environment of innovation, problem solving, collaboration...

Description Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an associate on the FAS team, you will help develop solutions to the financial and operational challenges facing our clients and improving their overall performance. You will rely on your analytical skills and strong understanding of accounting and finance when you work on projects in turnaround, restructuring, bankruptcy and performance improvement.  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...

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 for an experienced legal professional with a background in insurance products to serve as an embedded Product Senior Legal Advisor . In this role you will support all business lines as they develop new products or ways of doing business and refine their work. The ideal candidate will build a strong relationship with the business units to understand their goals and plans. They will quickly...

Summary Shape the future of compliance. As a Regulatory Compliance Analyst, you’ll ensure Jewelers Mutual’s products meet state and industry standards through meticulous form, rate, and rule filings. You’ll collaborate with product, legal, and compliance partners to craft and submit filings, negotiate with regulators, and drive timely approvals across jurisdictions. From researching regulatory changes to implementing new forms and communicating updates, you’ll play a key role in maintaining our commitment to excellence and compliance. In this role, you’ll blend analytical precision, clear communication, and strategic problem-solving to keep our products aligned with evolving regulatory requirements. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.   It is our intention to fill this role in Columbus, Ohio. The hired associate must reside within 35 miles of the following location: One Nationwide Plaza, Columbus OH, 43215  Internal Compensation Grade: G3 Key Role Summary We are looking for a finance professional with strong technical capability —...

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. The Executive Assistant is responsible for providing comprehensive administrative support to a member of the Senior Leadership Team (SLT), reporting to the Chief Information Officer. This position will be responsible for handling confidential information and for maintaining professionalism in interacting with all levels of the organization,...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. 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. Position Overview As a Middle Market Actuary at Nationwide, you will play a key role in driving pricing strategy and profitability for our commercial lines products. This position supports actuarial initiatives across middle market segments, a critical area within our P&C business. In this role, you will have the opportunity to collaborate closely with underwriting, product, and finance teams to deliver data-driven insights and innovative...