Job Results
Financial Services
Posted 1 month
Wealth Advisor
Saint Augustine, FL
The Wealth Advisor is responsible for building trusted client relationships and delivering comprehensive, holistic financial guidance to individuals, families, and business owners. This role develops customized strategies across financial planning, investment management, retirement planning, risk management, tax-aware strategies, estate planning coordination, multi-generational wealth transfer, and wealth preservation. The ideal candidate combines strong technical expertise with consultative relationship skills, a long-term planning mindset, and a commitment to acting in the client's best interest. Duties and Responsibilities Develop and maintain long-term relationships with clients through regular communication, discovery conversations, and personalized financial advice. Create comprehensive financial plans that align with each client's goals, risk tolerance, time horizon, cash flow needs, and family priorities. Recommend and monitor investment strategies, asset allocation, and portfolio adjustments based on client objectives and market conditions. Coordinate with internal specialists and external professionals, including attorneys, accountants, insurance professionals, and trust officers, to support integrated wealth planning. Identify opportunities to deepen client relationships through retirement planning, estate planning, tax-aware strategies, charitable giving, lending, insurance, and business succession planning. Prospect and cultivate new client relationships through referrals, centers of influence, networking, and community engagement. Prepare and deliver client presentations, portfolio reviews, financial planning updates, and recommendations in a clear and professional manner. Stay current on financial markets, investment products, regulatory requirements, and industry best practices. Maintain accurate client records and ensure all activities comply with firm policies, regulatory standards, and fiduciary obligations. Qualifications Required Bachelor's degree in finance, economics, business administration, accounting, or a related field. Minimum of 3–5 years of experience in wealth management, financial planning, investment advisory services, private banking, or a related financial services role. Active or ability to obtain required securities and advisory licenses, such as Series 7, Series 65, or Series 66, as applicable. Strong understanding of financial planning, investment management, retirement planning, estate planning concepts, insurance, tax-aware planning, and risk management. Demonstrated ability to build client relationships, identify needs, and deliver tailored recommendations. Excellent communication, presentation, analytical, and problem-solving skills. High ethical standards, sound judgment, discretion, and commitment to client confidentiality. Preferred Certified Financial Planner designation, Chartered Financial Analyst designation, Certified Private Wealth Advisor designation, or similar professional credential. Experience working with high-net-worth individuals, families, business owners, executives, or retirees. Established referral network or demonstrated success in business development. Experience using financial planning, CRM, portfolio management, or client reporting software. Benefits and Perks: PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. Equal Opportunity Employer: DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at [email protected]. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.
Posted 1 month
Employee Benefits Account Manager- Emerging Markets
HUB International - Jacksonville, FL 32256
ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is 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 Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Manager (AM) - Emerging Markets services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross-selling, or support in the development of new business. ESSENTIAL DUTIES AND RESPONSIBILITIES: While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. Manages, organizes, and conducts client meetings when necessary. Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. Oversees open enrollment assistance and communications. Manage new client or new line of coverage implementation. Stays abreast of changes in the insurance industry and other external conditions that may impact clients. Manage open items log - ensure outstanding items closed in timely manner. May travel for client meetings up to 25% of the time. REQUIREMENTS: Work Experience: 2 – 5 years of applicable Employee Benefits experience. Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting Strong written and oral communication skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook) Ability to utilize and be proficient in broker management systems Strong organizational, problem solving and time management skills Education: High School Diploma or Equivalent Licensing or certification Requirements Relevant Employee Benefits licenses per state/regional statutes Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Posted 1 month
Administrative Assistant/Patient Service Specialist
Empowered Voice Rehabilitation LLC - Jacksonville, FL 32224
*About us* We are professional, rewarding, inclusive and our goal is to ensure that all individuals have equitable access to high-quality, trauma-informed, evidence-based medical speech-language pathology services. Our work environment includes: * Growth opportunities * Work-from-home days * Flexible working hours * Safe work environment Empowered Voice Rehabilitation LLC is looking for a responsible (PRN/casual) Administrative Assistant/Patient Service Specialist to perform various healthcare administration and relationship management tasks at our private practice. Duties of the Administrative Assistant /Patient Service Specialist include providing support to our employees, assisting in daily office needs, and managing our company’s general administrative activities. Ideal for someone willing to start small (a few hours a week/month) and who is excited by the potential to grow with the business. The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools, like MS Excel and office equipment. A successful Administrative Assistant/Patient Service Specialist should ensure the efficient and smooth day-to-day operation of our office. *Position Summary:* Administrative Assistant/Patient Service Specialist responsibilities include: * Complete new patient intake calls * Input new patient information from referrals into charts in the electronic health record (EHR) * Write and distribute email, correspondence memos, letters, faxes, and forms * Scheduling appointments * Validate patient information for eligibility purposes * Complete health insurance verifications * Complete insurance billing and follow up on insurance payments * Complete data entry and data management tasks * Update and maintain office policies and procedures * Order office supplies and research new deals and suppliers * Act as the point of contact for clients and other medical professionals * Develop patient relationships and help patients set up online accounts *Education: *High school degree or equivalent; additional qualification as an Administrative Assistant, Secretary, or working in a medical office will be a plus. *Requirements and Skills:* * Knowledge of office management systems and procedures * Proficiency with technology (e.g., EHR, MS Office) * Attention to detail and problem solving skills * Excellent written and verbal communication skills * Strong organizational, multi-tasking, and time management abilities * Knowledge of insurance verification and billing processes Pay: $18.00 - $19.00 per hour Benefits: * Flexible schedule Experience: * Customer service: 1 year (Preferred) Work Location: Hybrid remote in Jacksonville, FL 32224
Posted 1 month
Senior Casualty Claims Specialist – Southeast
Liberty Mutual Insurance - Jacksonville, FL 32217
Description Advance Your Career with Liberty Mutual’s Personal Lines Casualty Team! Our Casualty Attorney Represented team is currently hiring for Senior Claims Specialists to manage attorney represented and litigated auto and homeowner's bodily injury claims. This role will manage, investigate and resolve claims as well as assist in providing prompt and quality service to policyholders for mild to moderate severity and/or complexity claims. Work Arrangement Hybrid: Candidates who live within 50 miles of a Liberty Mutual Claims office are expected to work on-site at least two days per month. Remote: Candidates who live more than 50 miles from a Liberty Mutual Claims office are eligible to work fully remote. This position operates on an Eastern (EST) time zone schedule. Responsibilities: Manages, investigates, and resolves claims. Investigates and evaluates coverage, liability, damages, and settles claims within prescribed authority levels. Identifies potential suspicious claims and refers to SIU and identifies opportunities for third party subrogation. Prepares for and attends trials, hearings and conferences and reports to Home Office and local management on status. Confers with trial counsel and prepares trial reports. Communicates with policyholders, witnesses, and claimants in order to gather information regarding claims, refers tasks to auxiliary resources as necessary, and advise as to proper course of action. Responds to various written and telephone inquiries including status reports. Ensures adequacy of reserves. Accountable for security of financial processing of claims, as well as security information contained in claims files. Updates files and provides comprehensive reports as required. Responsible for managing the practices and billing activities of outside and in-house counsel. Training is a critical component to your success and that success starts with reliable attendance. Attendance and active engagement during training is mandatory. Preferred Qualifications: 1+ years Personal Lines Third Party Auto Casualty Experience. 1+ years Attorney Represented Experience. Qualifications Strong written and oral communications skills required. Good interpersonal, analytical, investigative, and negotiation skills required. Customer service experience preferred. Demonstrated competency of legal liability, general insurance policy coverage and State Tort Law. The capabilities, skills and knowledge required is normally acquired through a Bachelor's degree or equivalent experience and at least 12-18 months of directly related experience. Ability to obtain proper licensing as required. Applicants residing in Washington state, California, or the District of Columbia are not eligible at this time. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://www.libertymutualgroup.com/about-lm/careers/benefits Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco