Client-Focused Financial & Actuarial Associate
Arthur J. Gallagher & Co. (AJG)
Gallagher Benefit Services, part of Gallagher, is seeking a Financial and Actuarial Associate in Walnut Creek, CA. The role focuses on performing financial analyses for clients, mentoring team members, and supporting account teams to deliver analytical solutions. The position emphasizes collaboration, curiosity, and service-minded innovation within a global, locally impactful practice. #J-18808-Ljbffr Arthur J. Gallagher & Co. (AJG)
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial & Actuarial Associate in Walnut Creek, CA vacancy
- Gallagher seeks a Financial and Actuarial Associate to help clients make informed financial decisions, mentor teammates, and deliver value-driven solutions. You’ll contribute to analyses, support Account Managers, and maintain direct client contact in a collaborative environment...SuggestedLocal area
- ...Schwab in Walnut Creek, California, is looking for an Associate Wealth Advisor to support Wealth Advisors by managing and deepening virtual client relationships. This role focuses on delivering customized financial planning support and offers the opportunity for real client...SuggestedWork at office
- A leading financial services firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal candidate will have a strong commitment to client service and 10 years of client-facing experience...Suggested
- Destination Wealth Management seeks a Financial Planner to strengthen existing client relationships and contribute planning expertise in a team-based setting. You will participate in client meetings, help design and implement comprehensive financial plans, and research...Suggested
- ...coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients. Responsibilities include handling small business lending referrals, cross-selling treasury and related products, and coaching...Suggested
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported,... ...goals, and shaping a future defined by excellence. As a Financial and Actuarial Associate, you’ll play a role in helping clients make informed...Local area
- Creative Planning seeks a Financial Planner in Walnut Creek, CA to work with clients daily, gathering and analyzing information to develop and implement comprehensive financial plans. You will collaborate with Wealth Managers to deliver tailored advice and monitor client...
- ...Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will provide tailored investment guidance... ...outcomes, with on‑site collaboration and a strong focus on in‑person work in specified #J-18808-Ljbffr Charles...
$160.7k - $365.24k
...investment consulting services to our clients. Health Consulting Actuaries are an integral part of the overall... .... This position will be focused on the support of the multiemployer... ...consulting, healthcare, life insurance and financial services, and property and casualty...Full timeTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours- ...most important people decisions. We help clients build better workplaces, where people feel... .... How You’ll Make An Impact Primary focus of role to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client...Work at officeLocal area
- JPMorgan Chase & Co. in Walnut Creek, CA, seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, building trusted client relationships and delivering exceptional service. You will provide...
- EP Wealth Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The Wealth Advisor builds long-term relationships, deepens understanding of clients’ goals, and designs investment, retirement,...Flexible hours
$60k - $120k
...Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management experience...Flexible hours- Capital Advantage is looking for an experienced Financial Advisor to manage an established book of approximately 150 client relationships. Your main responsibilities will include providing comprehensive financial planning and investment advice tailored to each client's...
- ...Wealth Advisor who builds long-term relationships, understands client goals, and delivers tailored wealth strategies across investments... ...experience, and a proactive approach to staying current with financial markets and industry regulations. #J-18808-Ljbffr ep wealth advisorsFlexible hours
- ...J.P. Morgan Chase in Walnut Creek, CA is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. The role focuses on assisting Private Client Advisors with account activity, referrals and wealth planning...
- ...Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This... ...with a dedicated advisory team to support clients through complex financial decisions. A successful candidate will demonstrate client...
- Edelman Financial Engines, LLC is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory standards. The role involves... ...are essential in a client-focused, regulatory environment. #J-18808-Ljbffr...
$100k
...through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... ...excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and...Full timeWork at officeDay shift$170k - $210k
...helping families amplify and simplify their financial lives by integrating financial planning,... ...fiduciary legally bound to act in our clients’ best interests — always.*Mercer... ...management.Job Summary:The Senior Wealth Advisor focuses on deepening relationships with an...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...as we challenge the status quo and help clients achieve what matters most.Schwab Wealth... ...client relationships, deliver holistic financial planning, and provide tailored investment... ...financial decisions while helping them stay focused on long‑term goals.This role is ideal...Full timeWork at office
- ...as we challenge the status quo and help clients achieve what matters most.Schwab Wealth... ...client relationships, deliver holistic financial planning, and provide tailored investment... ...financial decisions while helping them stay focused on long‑term goals.This role is ideal...Full timeWork at office
$70.3k - $73.98k
...fundamental goals: Delivering a wide variety of financial services with a superior customer service... ...objectives by developing and managing a client portfolio. Provides customers with... ...assigned tutorials and Compliance Training. Focus on Majority/Minority census tracts as...Full timeWork experience placement$45k - $100k
...volume of applicants. Join a financial services firm where your... ...come first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than... ...our partnership. Edward Jones associates are seen, heard, respected, and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial... ...you start as a financial representative focused on client-building and obtaining...Full timeContract workFor contractorsWork at office- ...as we challenge the status quo and help clients achieve what matters most. Schwab Wealth... ...client relationships, deliver holistic financial planning, and provide tailored... ...financial decisions while helping them stay focused on long-term goals. This role is ideal...Work at office
- ...Financial Planning Associate Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management... ...financial planning and investment management for BEW's clients. The Financial Planning Associate is not expected to bring...Work at office
$60k - $120k
...environment that offers opportunities for our associates to learn, grow and enhance their skills to... ...The Wealth Advisor provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long-term relationships,...Temporary workWork at officeImmediate startFlexible hours$63.3k - $117.2k
...Group: Wealth Sales & Service Provides financial and investment planning and advice in... ...best interest of the customer. Determines client needs and provides solutions though the... ...ways to enhance the client experience. Focus is primarily on business/group within BMO...Contract workPart timeLocal area- ...and grow medium to large high net worth client relationships Build a team of Banking, Trust... ...expertise in Wealth Management, focusing on high and ultra-high net worth clients... ...Investment professionals to deliver tailored financial solutions. Highest-signal resume...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial & Actuarial Associate. Be the first to apply!
Related searches
- client relationship associate Walnut Creek, CA
- client engagement associate Walnut Creek, CA
- financial advisor Walnut Creek, CA
- financial associate Walnut Creek, CA
- estate planning consultant Walnut Creek, CA
- associate leveraged finance Walnut Creek, CA
- financial advisor associate Walnut Creek, CA
- financial planning associate Walnut Creek, CA
- financial planning assistant Walnut Creek, CA
- finance associate Walnut Creek, CA

