445 senior wealth advisor jobs found

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...

We are seeking an experienced Senior Account Manager to join our Commercial Team. This strategic advisor role will play an integral part in developing cohesive relationships with clients. The ideal candidate will be responsible for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. This team member will be a proactive problem solver with demonstrated success in servicing a book of Community Associations and other Real Estate accounts (mixed use, commercial, apartments, etc.) In this role you will: Build and maintain constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leverage commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities Foster an environment of personal accountability by managing appropriate system records of service, marketing, and policy...

Due to the growth of our Private Equity Practice we are seeking an Employee Benefits expert to fulfill the needs of growing business needs. The ideal candidate will have an expressed interest in learning the Private Equity Business as a proactive problem solver with strong interpersonal skills to support our clients. The Senior Account Executive will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment. Primary Responsibilities and Duties: Proactively manage a full book of business while providing M&A/Due Diligence support Building and maintaining constructive relationships with clients by exceeding...

Guardian is seeking an experienced and dynamic Executive HR Talent Leader to join our team as the HR leader of our Individual Markets (IM) business, which combines the products and services that Guardian provides directly to individual customers primarily through our general agency distribution channel. These include life insurance, disability, annuities, and wealth management products and services. The ideal HR candidate will have a proven track record in talent management, strategic HR planning, and leadership within a complex organizational structure. This role is pivotal in partnering with our senior leaders to influence and execute on key talent related strategies to drive Individual Market’s key strategic business priorities.  Candidate Responsibilities: Partner with senior leaders and their teams to develop and execute a talent strategy that enables business growth, leadership development, succession planning, employee engagement, organizational design, change...

About Acrisure    Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.    Led by Co-Founder, Chairman and CEO Greg Williams, 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 High Tech.   Job Summary:   The Operational Excellence Specialist (the Specialist) will have a primary focus in supporting cross...

MarshBerry is growing! We are seeking a Vice President, Due Diligence 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, Due Diligence , for our Financial Advisory Team based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of financial due diligence projects as part of MarshBerry’s Financial Advisory Team. The...

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 October 2023 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,...