Senior Retirement Financial Planner — Pre‑Booked Clients
United Placement Group
United Placement Group in Georgia seeks a Senior Market Financial Planner focused on annuities and retirement income to advise clients with a consultative, needs-based approach. You will work with pre-set, qualified appointments and an exclusive state territory, supported by a top back-office team to streamline scheduling and paperwork. The role offers a high-earning potential in a client‑facing, advisory capacity. #J-18808-Ljbffr United Placement Group
- ...Your Potential as a Financial Advisor - Join... ...Leads. Start Serving Clients. Are you a... ...The opportunity: Senior Market Financial Planner (Annuity Focus)... ...on annuities and retirement income, you will enjoy: Pre‑set, qualified appointments... ...- 10-12 per week booked for you...SuggestedLive inWork at office
- ...Responsible for providing an industry leading client service experience both in person and on... ...existing client relationships. Provides financial solutions that meet client needs based... ...and selling various deposit, credit and retirement products to consumer and small business...SeniorTemporary workWork at officeNight shiftWeekend work
- ...decisions, and build lasting client relationships worldwide. At Starr... ...leaders, leveraging our financial strength and vast industry experience... ...seeks an experienced Senior Underwriter to join our Excess... ...and retention of a profitable book of business. ~ Collaborate...SeniorWorldwide
$142k - $190k
...stand apart for our outstanding client service, intelligent risk... ...process.Assistant Vice President Senior Underwriter Wholesale Lower Middle... ...and underwrite a profitable book of middle market surplus lines... ...health and wellness programs, retirement plans, tuition reimbursement,...SeniorFull timeTemporary work$61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their goals... ...Trust Services · Retirement Solutions · Business... ...Mutual provides pre-payment/reimbursement... ...tuition fees and books. Compensation &... ...Financial Planner® licensing support...SuggestedFull timeContract workFor contractorsWork at office- ...Business Insurance Sr. Client Manager Our not-so-secret sauce. Award-winning, inclusive... ...insurance, employee health & benefits, retirement, and private client insurance solutions... ...Preferred (CIC, CRM, ARM, CPCU) ~ Manages a book of business at the direction and under...SeniorContract workWork experience placementWork at officeLocal areaNight shift3 days per week
$47k - $86k
...workforce, wealth management and retirement challenges through custom solutions... ...visit: Summary: The Senior Account Manager interacts with clients on a day-to-day basis while developing... ...to read, analyze and reconcile financial reports Possess technical expertise...SeniorRemote jobFull time- Job DescriptionADP is hiring a Principal Client Success Executive for Lyric HCM.Are you ready to manage a book of large, complex global client accountsDo you enjoy working through client challenges and providing creative solutions?Do you have a knack in building relationships...Contract work
$61k - $119k
Overview Becoming a financial advisor at... ...you can help your clients achieve their goals... ...Trust Services • Retirement Solutions • Business... ...Northwestern Mutual provides pre‑payment/... ...tuition fees and books. Compensation & Benefits... ...Financial Planner licensing support...Work at office- A fast-growing CPA firm is seeking a Senior Tax Accountant in a hybrid role to support tax compliance and advisory services. The ideal... ...Key responsibilities include preparing tax returns, assisting clients in tax planning, and maintaining strong client relationships. The...SeniorRemote work
- ...blends evaluating and analyzing financial and business risk, building... ...selling and negotiating with clients, agents, and brokers. This... ...business goals within an assigned book of business. This role is... ...the first day of employment.Retirement: Travelers matches your 401(k...SeniorFull timeFor contractorsLocal area
- ...fast-growing CPA firm is seeking a Senior Tax Accountant to support tax... ...preparing tax returns, assisting with tax planning, and maintaining client relationships. This position offers a collaborative culture aimed at professional growth. #J-18808-Ljbffr Staff Financial GroupSenior
- ...just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling...SeniorWork at officeLocal areaDay shift
$92k - $130k
...responsibility for broker development and management within a book of business.Develop risk pricing by analyzing exposures, claims... ...assigned portfolio and authority level.Consistently achieve budgeted financial results (premium, loss ratio, retention, commissions, pricing,...SeniorFull timeContract workFlexible hours- ...Senior Branch Premier Banker (SAFE) Wells Fargo is... ...those with more complex financial needs, serving as their... ...grow a defined book of business, leveraging... ...outreach, referrals, and pre-planned customer appointments... ...management of complex client needs Demonstrate risk...Temporary workWork experience placementImmediate start
- ...expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest... ...detailed analysis of submissions, including loss history, financial strength, and inspection reports.Structure appropriate coverage...SeniorFull timeTemporary work
$130k - $220k
...apart for our outstanding client service, intelligent... ...and managing a complex book of Cyber, Technology E&... ...position is posted as a Senior Underwriter role;... ...of business, ensuring financial targets are met and implementing... ...and wellness programs, retirement plans, tuition...SeniorFull timeWork at office3 days per week$96.4k - $140k
OverviewAmTrust E&S Insurance Services is seeking a Senior Underwriter for our Builders Risk... ...development and management within a book of business.· Develop risk pricing by analyzing... ...level.· Consistently achieve budgeted financial results (premium, loss ratio, retention,...SeniorFull timeContract workWork at officeRemote workFlexible hours- ...derivative instruments. Our platform enables clients to efficiently launch, operate, and scale... ...operations experience preferred. The Senior Portfolio Operations Analyst is... ...daily data, accurate and timely post-trade booking, smooth settlement and reconciliation processes...SeniorDaily paidTemporary workRemote workFlexible hours
- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client...Full timeTemporary workPart timeWork at office
- ...Senior Archivist Help Shape How History Is Experienced At Heritage Werks, we believe archives are more than collections —they are... ...Archivist to lead archival processing, collections management, and client-facing archival strategy. This role combines hands-on archival...Senior
$153.25k - $276.85k
...support. Develop creative solutions to our client’s problems by collaborating with our Risk... ...members and act as a referral point for senior underwriters. Qualifications 7+ years of... ...relevant to LoB; manage the underwriting books; analyze trends and scenario plans for portfolio...Work at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll... ...accessible leaders, leveraging our financial strength and vast industry experience to... ...Portfolio Management: Manage and monitor a book of cyber business with a focus on profitable...Work at officeWorldwide
- ...convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we... ..., build strong relationships with agents and carriers, and pre-qualify submissions to focus on high-probability opportunities....Full timeWork experience placementLive outWork at officeLocal areaFlexible hours
- ...Travelers in Alpharetta is seeking a Senior Account Executive Officer for Commercial Accounts... ...workers' compensation coverage based on client needs. The role requires independent risk... ...partners and mentor underwriters while building a profitable book of #J-18808-Ljbffr...
- ...Executive Underwriter - UW07CD Senior Underwriter - UW08CA We're determined to make... ...account basis. You'll analyze the agency book on quarter-to-quarter basis for potential... ...process; tailoring a service plan for each client based on needs. Positively impacts and influences...Temporary workFlexible hours
$190k - $215k
...USD 4.6 billion order backlog and strong book-to-bill ratio reflect long-term confidence... ...Landis+Gyr, where we manage energy better!Senior Director, Information Security - Job DescriptionRole... ...security (CTO / Product Org): security pre-sales and post-sales, and customer...SeniorContract work- ...blends evaluating and analyzing financial and business risk, building... ...selling and negotiating with clients, agents, and brokers. This... ...business goals within an assigned book of business. This role is... ...the first day of employment.Retirement: Travelers matches your 401(k...SeniorFull timeLocal area
- ...system integration, and consulting firm committed to helping our clients realize their most critical goals from Strategy to... .../V This organization uses E-Verify.Applicants may be subject to pre-employment screening which may include drug screening, reference...SeniorFull timeFlexible hours
- ACI Worldwide in Norcross, GA, seeks a Senior Client Project Manager responsible for delivering projects in compliance with ACI policies... ...years of project management experience, and expertise in the financial industry. Strong communication and organizational skills are...SeniorWorldwide
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