481 senior wealth advisor jobs found

About Us: HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals,...

About Us: HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs.  Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.  Responsibilities Communicate...

Company: Mercer Description: We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in London. This is a hybrid role that has a requirement of working at least three days a week in the office. Defined Contribution (DC) Consultant Being a part of our DC Investment team, you will deliver a full range of services to institutional clients who sponsor or intend to set up a group retirement savings plan and support senior consultants in this endeavor. We will count on you to: Conduct quantitative and qualitative analysis utilizing Mercer proprietary tools Act as primary contact for a number of small, mid-sized and large-size clients Demonstrate knowledge and continuous desire to learn defined contribution plans and their way of functioning, including regulatory and governance aspects Actively participate to pension committee meetings and other client meetings cycle from the preparation to the presentation of our reports,...

Overview Guardian life is seeking an Advisor Transitions Specialist who will be a critical part of a team that supports the growth of our firm. You are A team player with the ability to work effectively across functions to deliver successful results A relationship builder who is comfortable engaging with internal and external partners, including financial professionals, general agents, and senior management Excellent with time management and have strong organizational skills Interested in financial advisor recruiting An effective communicator with the ability to tailor the conversation to your audience Experienced with direct transfer agents and custodians You will Manage all aspects of the complex process of transitioning a wealth management advisor  Collaborate across teams to deliver seamless and world class transition support experience Support the account opening and transfer of client investment accounts Actively communicate with general agency...

Description Summary: Huntington Capital Markets Senior Managing Director, Capital Advisory will lead a team of colleagues covering our growth oriented, privately held businesses in partnership with middle-market banking relationship managers.  The team will be responsible for delivering advice and guidance on debt capacity, growth capital, and event driven financings for our clients.  They will work closely with line of business leaders across Syndicated & Leveraged Finance, Credit Products, Capstone Partners, Private Banking, and local coverage leaders to drive new revenue growth by delivering the Bank’s balance sheet and advisory services in support of these transactions.  In addition, the team will partner with Sponsor Coverage to ensure continuity of the Huntington delivery model for any regional opportunity.  The group will operate within our strategic lifecycle advisory framework of enterprise...

Posting Title: Regional Vice President, Sales Location: Atlanta, GA (Mostly Off-Site) Employment Type: Full-time About Us: EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. How You’ll Contribute: As a Regional Vice President, Sales, you will lead strategic sales initiatives, manage a regional distribution team, and strengthen relationships with independent agencies, advisors, and IMOs/BGAs. You will serve as a...

Job Description: The Senior Tax Operations Analyst serves as a subject matter expert in tax information reporting and withholding remittance for life insurance and annuity products. This position requires in-depth knowledge of IRS reporting forms—including 1099, 5498, 1042-S, 1042 and 945—and a demonstrated ability to ensure accurate and timely compliance with federal and state regulations. Operating with limited supervision, the Sr. Analyst is responsible for leading the execution and oversight of operational tax functions, collaborating across business units, and influencing strategic projects involving data integrations, systems enhancement, and regulatory change . This individual plays a key role in elevating tax operations through technical expertise, process innovation, cross-functional collaboration, and mentorship. Job Responsibilities Lead the coordination, oversight, and execution of federal and state information reporting and withholding...

Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market.   The VP Digital Transformation & Technology is responsible for guiding the digital and technology...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit...

Risk Strategies Consulting, Inc. (“RSC”) is seeking a highly skilled professional to support our clients' healthcare initiatives through data-driven analytics and emerging data science methodologies. The ideal candidate will possess a strong mathematical foundation, an analytical mindset, and the ability to communicate strategies, methodologies, and data-driven insights effectively to both internal and external stakeholders. This role requires a proactive, problem-solving approach and a willingness to learn and adapt to evolving industry practices. The successful candidate will thrive in a dynamic, fast-paced environment and contribute directly to our clients' financial strategies and decision-making processes. Primary Duties and Responsibilities: Analyze complex healthcare datasets to uncover trends, patterns, and insights. Develop and present reports, dashboards, and visualizations to communicate findings. Identify healthcare trend drivers and financial impacts related...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ 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 Options...

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...

Company: MMC Corporate Description: We are seeking an experienced professional to join our Controllership team as the Deputy Financial and Operations Principal. This role will be based in New York City or Urbandale, IA. This is a hybrid role that has a requirement of working at least three days a week in the office. The Deputy Financial and Operations Principal is responsible for managing the New York FinOps team, assisting with the functional management of finance and operations for regulated entities, coordinating annual audits, preparing and filing regulatory documents, reviewing financial records, and ensuring compliance with FINRA/SEC regulations while supporting special projects and initiatives. The role reports to the Financial and Operations Principal who is responsible for the following regulated entities: MMA Securities LLC ("MMAS"): a registered broker dealer and registered investment advisor engaged in retirement investment advisory consulting and the sale...

MarshBerry is growing! We are seeking a Senior Accountant 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 Senior Accountant for our Beachwood, OH office . The Senior Accountant assists the Accounting Manager and the Chief Financial Officer by overseeing and processing accounting transactions to ensure accuracy and compliance of processes and procedures. The Senior Accountant will focus...

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 Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (“BMCM”). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. In addition, this role will be highly focused on generating new business and expanding and retaining the existing client base...

ABOUT US  At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.    HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.    Position Summary We are seeking a motivated and...

Dir Category Mgmt - FP06BE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford’s Strategic Sourcing & Real Estate (SSRE) team seeks an innovative leader for the Financial Services category. As Director, Financial Services Category Manager, you will oversee sourcing for all vendors and projects within this category and advance The Hartford’s strategy. You will enhance the Sourcing function to maximize vendor value, optimize costs in alignment with The Hartford’s strategy, and mitigate third-party risks. Influencing business stakeholders and strengthening The Hartford’s sourcing strategy with its Financial Services vendors is essential to the role. What Are We Looking For? We seek an experienced Sourcing leader...

Acrisure’ s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership. Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI. About The...

Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market. Job Description Information about the Role, Line of Business and Team: We are...

Company: Marsh McLennan Agency Description: Regional Senior Individual Medicare Advisor – Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Individual Medicare Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Individual Medicare...