693 senior wealth advisor jobs found

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. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. Job Responsibilities: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing. Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients’ assets and incomes. Construct and maintain...

As the Head of Risk & Resiliency, you will execute the Risk & Resiliency frameworks for Financial Protection & Retirement Solutions (FPRS) and Client Solutions & Wealth Management (CSWM), Guardian’s Individual Markets lines of business. You will manage the operational risk profile for FPRS and CSWM, aggregating risk across domains (Technology, Cyber, Data, Model, Compliance, Third Party, etc) and ensuring alignment to Guardian’s risk appetite and tolerance. You will enable informed business decision‑making by providing oversight, independent challenge, and proactive risk insights, supported by risk domain experts within Enterprise Risk Management (ERM). You will Act as a trusted advisor to FPRS and CSWM Leadership to drive the Risk & Resiliency program according to Guardian standards, in part by facilitating Risk Working Groups on a regular cadence for transparency and accountability. Escalate topics to the appropriate risk committees as warranted....

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the one of the 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 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...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

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 a 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 700 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. About the Role HUB International's Risk Services Division...

Company: Mercer Description: Join Our Team at Mercer! Are you an experienced professional looking to be part of an innovative company with great leaders and a chance to make a real impact? Mercer is growing, and now is a fantastic time to join our Health and Benefits Consulting team! At Mercer, we improve the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are committed to creating exciting and rewarding futures for our clients and their employees. This role is based in any of our Northeast locations—including Boston, New York, New Jersey, Connecticut, and Pennsylvania—and offers a hybrid work model (minimum three days per week in the office). As a   Senior Health & Benefits Consultant , you will: Lead complex client engagements, managing the scope, quality, timeliness, and budget of multiple deliverables across medical, pharmacy, dental, vision, life, and disability benefits plans. Guide teams in...

Company: Mercer Description: About Mercer Ireland: Mercer Ireland is a market leader with a proven track record of developing innovative propositions and delivering strong revenue growth. Our core offerings include Master Trust, Defined Contribution and Defined Benefit Pension Advisory Services, Outsourced Investment Solutions, Private Wealth, Employee Benefits and Reward & HR Advisory services. As we look to 2026 and beyond, these solutions will continue to drive our ambitious growth agenda, underpinned by trusted client relationships and disciplined sales leadership. What you can expect: We are seeking an exceptional Sales Leader to join our Commercial Team to drive accelerated and sustainable growth across Mercer Ireland’s advisory and solutions portfolio, including pension Advisory (defined benefit and defined contribution), master trust, private wealth, HR advisory and Mercer Marsh Benefits brokerage services. This senior leadership role is responsible for...

The Head of Wealth Management Marketing will own the strategic direction, execution, and ongoing evolution of marketing for the Wealth Management division. This person will report to the Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing, and will shape the long‑term marketing vision, drive growth across established and emerging distribution channels, and oversee a high‑performing team responsible for delivering compelling, data‑driven marketing programs. This role requires a visionary marketer with deep experience in wealth management, including successfully building or scaling a Registered Investment Advisor (RIA) platform; experience in creating a marketing strategy for a new business and experience in building a strategy and execution of sales campaigns. The ideal candidate excels in fast‑paced, dynamic environments, is a strong communicator, and has a proven ability to influence senior levels across the...

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 a 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 TBM Planning Manager / Senior Manager We are...

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. The Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Wealth Management Advisor to join our Financial Services team. In this early-career role, you will support senior advisors in delivering comprehensive wealth management and financial planning to...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The opportunity: The Sales Associate Account Manager provides high level support to the Sales Team and is an integral part of the sales process and increased sales for PinnacleCare. The incumbent will provide assistance with the Account Management function of Membership On Boarding, Renewals,...

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   one of the   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...

Company: Mercer Description: We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer. This role will be based in our San Francisco office. You will play a critical role in establishing trusted advisor relationships with our Northern California clients, working with top tier consulting talent across Mercer’s Practices and driving revenue growth. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively. Grow client revenue by establishing internal and external networks and channels with key buyers while generating new business opportunities. Develop and maintain process rigor on business development leads, tracking activities, and driving teams toward...

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, 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 seeking a Vice President, Transaction Advisory , based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s...

We are seeking a dynamic and experienced actuarial professional to assist with the continued development of our actuarial team and enhance RSC’s support for our client’s healthcare initiatives and innovations. The ideal candidate will offer an extensive understanding of the healthcare landscape, including medical, pharmacy, stop loss, contracting and payor operations. This role demands a motivated self-starter with proven leadership skills, capable of thriving in a fast-paced, dynamic environment. The ideal candidate will excel in a matrixed environment, demonstrate creative actuarial and analytical capabilities, exceptional communication, interpersonal and organizational skills, and possess a proactive and resourceful approach to problem-solving. This role will be critical to delivering the RSC value proposition for our clients through innovation, technical expertise and highly effective and efficient execution which will directly impact the clients’ financial strategies and...

Job Description: We are seeking an experienced Senior Operations Cashiering and Advisory Specialist to join our growing team at Penn Mutual. In this role, you will be responsible for processing all Broker-Dealer (BD) and Registered Investment Advisor (RIA) cashiering requests, as well as Envestnet and financial planning operations for Hornor, Townsend & Kent (HTK). You will collaborate closely with the Operations Manager to support day-to-day operations, address inquiries, and handle escalations. Additionally, you’ll ensure the delivery of prompt, accurate, and efficient service to our Financial Professionals and Field Offices. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Job Responsibility Process and provide on-going queue management for Cashiering and Advisory Ops Provides on-going...

As a Senior Manager, External Communications –   Financial Protection and Wealth Management , you   will   enhanc e   and strengthen Guardian’s   external   reputation   in   protection, retirement, and   wealth management .   To do so, you will draw from your entrepreneurial mindset   to   scale   a dedicated   External Communications   program focused on these topics,   leveraging   Guardian’s thought leadership,   data,   news, and initiatives to ensure consistent visibility in high-impact channels. You will partner closely with   the broader External Communications team , as well as with   Marketing, Brand, Social, and Enterprise Content colleagues,   to ensure alignment across   all of Guardian’s efforts .    You will champion modern communications strategies,   leveraging   emerging technologies—including AI—to keep Guardian ahead in a rapidly evolving landscape.     You are:   A...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...