32 results for Independent Insurance Agent jobs

Insurance Coverage Attorney

Seattle, WA
onsite
Permanent
145000 - 190000 USD / Yearly
A multi-office law firm in Seattle is seeking an experienced Insurance Coverage Attorney to join their team. The salary range for the role is 145-190k base with additional structured bonus earnings on a standard billable target of 1800. The firm offers medical, dental, vision and life insurance, unlimited PTO, 401k plus company match, transportation benefits and other perks. They offer a flexible hybrid work structure, allowing attorneys to regularly work-from-home weekly if desired.
2026-03-17T00:00:00Z

Insurance Authorization Specialist

Carmel, IN
onsite
Temporary
18 - 22 USD / Hourly
We are seeking a motivated Insurance Authorization Specialist to join our expanding healthcare team in Carmel, IN. In this position, you will verify patient insurance coverage, secure pre-authorizations for medical services, and act as a critical link between our office, patients, and insurance companies. Your attention to detail and communication skills will help facilitate efficient billing and timely patient care. Schedule: Monday – Friday, 8:00 a.m. – 5:00 p.m. Key Responsibilities:<ul><li>Confirm patient insurance eligibility and benefits before appointments and procedures.</li><li>Request, track, and follow up on prior authorizations for medical services.</li><li>Maintain accurate records of all communications with insurers, payers, and patients.</li><li>Provide timely status updates and coverage information to providers, billing staff, and patients.</li><li>Collaborate to resolve denied authorizations or address appeals quickly.</li><li>Stay current on insurance policies, pre-authorization rules, and payer guidelines.</li><li>Adhere to HIPAA regulations and protect patient privacy at every step.</li></ul>
2026-03-04T00:00:00Z

Customer Service Representative - Insurance

Manheim, PA
onsite
Permanent
45000 - 60000 USD / Yearly
We are looking for a dedicated Personal Lines Customer Service Representative to join our client in the Lancaster, Pennsylvania area. This role involves assisting clients with their insurance needs, ensuring efficient service, and maintaining compliance with agency and carrier policies. The ideal candidate will thrive in a collaborative environment and be committed to delivering exceptional customer experiences. Responsibilities:• Provide support to the service assistant by managing client tasks from the Personal Lines service inbox.• Assist clients with filing auto and home insurance claims and address billing inquiries.• Update payment plans and follow up on property inspections to ensure compliance with agency processes.• Write and review policies for existing clients, adhering to underwriting guidelines and completing necessary checklists.• Conduct policy reviews, identify opportunities for cross-selling or upselling, and work to retain existing client policies.• Record customer interactions in the agency management system.• Organize daily priorities using desk management standards and maintain a streamlined workflow.• Collaborate with the Personal Lines Sales and Service teams to achieve shared goals and enhance customer satisfaction.• Build positive relationships with carrier personnel to ensure smooth operations.
2026-02-27T00:00:00Z

Claims Adjuster

Charlotte, NC
onsite
Permanent
65000 - 90000 USD / Yearly
ESSENTIAL FUNCTIONS: 1. Handle workers’ compensation claims caseload from inception to final settlement involving the following: 2. Original set up of claim. 3. Responsible for performing a factual investigation of claim. 4. Set reserves and determine compensability. 5. Communicating daily with claimants, medical personnel, and representatives from housing authorities for updates. 6. Pay weekly lost time claims and medical bills. 7. Assign rehabilitation referrals and legal representation as needed. 8. Coordinate with nurse case managers, vocational counselors, attorneys, and professional surveillance services to bring claims to a conclusion. 9. Update claims information into Riskmaster Claim’s System to include medical notes and daily activity. 10. Transmit medical bills to bill review vendor, scan, and attach medical bills to claim. 11. File all claims documentation into paper file. 12. Preparing of all required IC forms. 13. Subrogation against third parties. 14. Attend IC hearings or mediations, if required. 15. Settle claims within established dollar authority - $50,000 (settlement/reserve authority established by management). All claims above settlement authority are approved by CEO or CFO. 16. Notify reinsurer of claims that fall under reinsurance category. 17. Closure of claim (and all items necessary for closure, i.e., payment, forms, hard copy of file). 18. Transmit Medicare Secondary Payer through ISO Navigator. 19. Provide status of claims at staff meetings and board meetings when requested. 20. Attend educational seminars, safety seminars, and classes as assigned. 21. Perform “Special Project” work when requested by Management. 22. Assist with the daily operations of the office.
2026-03-17T00:00:00Z

Insurance Defense Attorney

Edina, MN
onsite
Permanent
140000 - 170000 USD / Yearly
Well-established law firm in the SW metro is looking to add an experienced Insurance Defense Attorney. This attorney will step into active cases and work directly with insurers and long-standing clients from day one, with the opportunity to build their own client relationships over time. The firm is seeking someone with at least 5 years of insurance defense or other transferable defense-side litigation experience who wants to continue growing their practice. This is a partner-track role with a reasonable billable requirement and a clear path to building your own client base within a supportive, respected firm. A book of business is not required. Key Responsibilities<ul><li>Manage an active litigation caseload from intake through resolution and trial</li><li>Handle all aspects of discovery, depositions, motion practice, hearings, mediations, and trials</li><li>Evaluate cases and develop litigation strategy in partnership with clients and carriers</li><li>Draft pleadings, briefs, motions, and other litigation documents</li><li>Conduct legal research and prepare substantive written work product</li><li>Communicate effectively with clients, adjusters, opposing counsel, and internal team members</li><li>Represent clients in court for hearings, arbitrations, and trials</li><li>Participate in settlement discussions and mediation</li></ul>
2026-03-03T00:00:00Z

Insurance Defense Attorney

Clovis, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Our client is looking for an experienced Civil Litigation Attorney to join their team in Sacramento or Fresno. This role involves managing a diverse caseload, including pre-litigation and active litigation matters, while providing strategic legal counsel to clients. The ideal candidate will have a strong background in civil litigation and a commitment to delivering high-quality legal services. Responsibilities:• Manage a comprehensive caseload of pre-litigation and active litigation files, ensuring timely and effective resolution of cases.• Draft a variety of legal documents, including pleadings, discovery requests, motions, and trial preparation materials.• Collaborate with colleagues to prepare for depositions, negotiations, and client meetings, offering strategic insights and advice.• Conduct thorough legal research to evaluate claims and provide clients with informed guidance on their legal positions.• Negotiate with opposing counsel and other parties to resolve disputes and achieve favorable outcomes for clients.• Maintain clear and consistent communication with clients to update them on case progress and strategic decisions.• Mentor and provide strategic guidance to attorneys at the beginning of their careers, fostering their growth and development.• Stay informed about changes in legal procedures and regulations to ensure compliance and effective representation.
2026-02-21T00:00:00Z

Financial Services Representative

Charleston, SC
onsite
Contract / Temporary to Hire
18.2115 - 23 USD / Hourly
We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members. Responsibilities: • Process customer transactions efficiently, including deposits, withdrawals, and payments. • Assist members with opening new accounts and guiding them through available banking products. • Deliver high-quality customer service by addressing inquiries and resolving issues promptly. • Ensure compliance with banking regulations and policies in all interactions. • Handle cash accurately and maintain proper cash drawer balancing. • Educate customers on credit union and banking services to help them make informed financial decisions. • Collaborate with team members to achieve customer satisfaction goals. • Maintain detailed and accurate records of transactions and account activities. • Stay informed about updates to banking services and products to provide current information to customers. • Support team efforts in meeting organizational objectives and promoting a positive work environment.
2026-02-27T00:00:00Z

Insurance Verification Specialist

Baltimore, MD
onsite
Temporary
18 - 23 USD / Hourly
Our client in the local government and healthcare sector based in Baltimore, Maryland is seeking a detail-oriented Insurance Verification Specialist to join their team! Responsibilities:<ul><li>Conducting regular follow up and communicating with clinic patients over the phone in a detail-oriented manner.</li><li>Schedule patient visits, including new patient appointments, follow up visits, rescheduling of missed appointments, laboratory tests, and/or other medical appointments</li><li>Collecting and entering patient information such as insurance details, income, and family size into the electronic medical record.</li><li>Utilizing clinical electronic medical records for data entry and management.</li><li>Conducting patient registration, which includes obtaining demographic information.</li><li>Ensuring data accuracy while entering into a spreadsheet and the electronic medical record.</li><li>Making phone calls to patients to gather necessary details for calculating federal poverty limit.</li><li>Monitoring patient accounts and taking actions when necessary.</li></ul>
2026-03-09T00:00:00Z

Insurance Verification Specialist

Torrance, CA
onsite
Temporary
21 - 30 USD / Hourly
We are seeking an Insurance Verification Specialist to join a dynamic healthcare team in Los Angeles, California. This position is ideal for professionals who excel in a fast-paced medical setting and are committed to ensuring accurate and efficient patient insurance processing. The Insurance Verification Specialist plays a vital role in supporting patient access to care and helping the clinic maintain smooth, compliant operations. Key Responsibilities:<ul><li>Verify patient insurance coverage and eligibility with carriers for medical services.</li><li>Obtain pre-authorizations or referrals as required by insurance providers.</li><li>Accurately document insurance details and update patient records in the system.</li><li>Communicate benefit information, coverage details, or out-of-pocket requirements to patients as needed.</li><li>Collaborate with clinical and administrative staff to resolve insurance issues and support timely patient scheduling.</li><li>Assist with claim submissions by ensuring all required information is documented and filed appropriately.</li><li>Maintain strict compliance with HIPAA regulations and office confidentiality standards.</li><li>Support the front office team by answering patient or carrier questions and handling related administrative tasks.</li></ul>Benefits: Medical, Dental and Vision Insurance. 401K Retirement, Sick Time Off and Tuition Reimbursement.
2026-03-12T00:00:00Z

Insurance Verification Specialist

Portland, OR
onsite
Temporary
23 - 26 USD / Hourly
Overview:Our team is seeking an Insurance Verification Specialist to join our healthcare operations. This role is responsible for verifying patient insurance coverage, ensuring accuracy in data entry, and supporting patient intake and billing processes. The ideal candidate has strong attention to detail and a customer-focused attitude.Key Responsibilities:<ul><li>Verify insurance eligibility, benefits, and authorizations through phone, online portals, and direct contact with payers</li><li>Update and maintain patient records with accurate insurance information</li><li>Communicate coverage details to patients, providers, and internal staff</li><li>Coordinate with billing department to ensure claims are submitted correctly and timely</li><li>Resolve insurance verification issues and follow up on pending cases</li><li>Ensure compliance with all relevant regulations and privacy standards</li></ul>
2026-03-03T00:00:00Z

Insurance Referral Coordinator

Kingsburg, CA
onsite
Temporary
19 - 23 USD / Hourly
We are looking for a dedicated Insurance Referral Coordinator to join our team in Kingsburg, California. This role focuses on supporting patients with referrals, pre-authorizations, and guiding them through the process to ensure high-quality care. As this is a long-term contract position, you will have the opportunity to make a meaningful impact on patient satisfaction and healthcare coordination. Responsibilities: • Facilitate the referral process by assisting patients with completing necessary documentation and addressing any related inquiries. • Coordinate and verify insurance referrals to ensure proper authorization and compliance with healthcare policies. • Schedule and confirm patient appointments while maintaining accurate records in the system. • Educate patients on referral processes and pre-authorization requirements to provide clarity and enhance their experience. • Collaborate with healthcare providers to process referrals efficiently and ensure timely patient care. • Maintain up-to-date patient medical records and ensure the accurate documentation of referral details. • Monitor referral statuses and follow up with patients and providers when necessary. • Support patients by checking them in and addressing any concerns related to insurance or appointments. • Review and verify referral authorization details to ensure alignment with healthcare standards. • Assist in coordinating care between patients and providers to optimize service delivery.
2026-03-10T00:00:00Z

Insurance Referral Coordinator

Oakland, CA
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are looking for a dedicated Insurance Referral Coordinator to join our team on a contract basis in Oakland, California. This position offers an excellent opportunity for individuals passionate about healthcare and committed to supporting patients through efficient care coordination. The role requires strong organizational skills, attention to detail, and a customer-focused approach to ensure seamless referral processes. Responsibilities: • Coordinate referral appointments, ensuring timely scheduling and communication with patients. • Maintain and update patient records with accuracy and confidentiality. • Verify insurance eligibility and benefits to support smooth processing of referrals. • Obtain prior authorizations for medical services as required. • Handle high volumes of outbound calls to patients and healthcare providers. • Provide administrative support to streamline referral operations. • Deliver exceptional customer service while addressing patient inquiries and concerns. • Collaborate with healthcare teams to ensure effective care coordination.
2026-03-11T00:00:00Z

Insurance Referral Coordinator

Oakland, CA
onsite
Temporary
23.75 - 26 USD / Hourly
We are looking for 10 dedicated Insurance Referral Coordinators to join our healthcare client in Oakland, California. In this is a 3–4-month contract role, you will play a vital part in ensuring seamless coordination of patient care by managing insurance referrals and related administrative tasks. This position offers an excellent opportunity to grow within the healthcare industry while working in a collaborative and dynamic environment. Responsibilities:• Coordinate referral appointments for patients, ensuring all necessary details are accurately documented.• Maintain and update patient records to reflect referral and insurance information.• Verify insurance eligibility and benefits to support patient care processes.• Obtain prior authorizations for referrals and procedures as required.• Make outbound calls to patients and providers, with an average of 60+ calls daily.• Provide administrative support to the healthcare team, ensuring efficient workflow.• Deliver exceptional customer service to patients and providers, addressing inquiries promptly.• Collaborate with colleagues to streamline referral generation and authorization processes. Scope of Assignment<ul><li>Focus exclusively on scheduling external referrals currently pending (approximately 2,500 referrals).</li><li>Contact specialty offices to secure appointments.</li><li>Document scheduling activity accurately in the EMR system and Transportation Calendar.</li><li>Collaborate with internal teams to ensure referral progression.</li></ul> Productivity Expectations<ul><li>GOAL: Schedule of 30 appointments per day.</li><li>Meet or exceed daily outreach and documentation targets.</li><li>Contribute to measurable reduction of referral backlog within the 90-day assignment period.</li><li>Maintain accuracy and timeliness in documentation to support regulatory compliance.</li></ul>If you are interested in this role please apply today and call us at (510) 470-7450
2026-03-04T00:00:00Z

Commercial Insurance Account Manager

Yarmouth Port, MA
onsite
Permanent
70000 - 80000 USD / Yearly
We are looking for a dedicated Commercial Lines Account Manager to join our team in Harwich Port, Massachusetts. In this role, you will be responsible for managing client relationships, providing expert guidance on insurance coverage, and ensuring the seamless delivery of tailored risk solutions. This position is ideal for someone who is detail oriented, has strong communication skills, attention to detail, and a collaborative mindset, and is passionate about delivering top-tier client service. Responsibilities:• Guide clients through policy reviews, renewals, and new coverage options, helping them understand their risks and insurance solutions.• Provide expert advice on policy terms, endorsements, and risk management strategies tailored to client needs.• Process First Notices of Loss and assist clients in navigating claims procedures while advocating on their behalf.• Foster strong relationships with carrier underwriters and ensure account placements align with their guidelines.• Prepare and submit required documentation for policy issuance and binding.• Analyze exposure data and develop pre-renewal strategies to ensure optimal coverage for clients.• Market accounts to alternative carriers when necessary and present competitive quote options.• Identify opportunities for cross-selling additional products and providing comprehensive insurance solutions.• Issue certificates of insurance, binders, and endorsements while maintaining organized and compliant client records.• Participate in agency-wide initiatives and support special projects as needed.
2026-03-13T00:00:00Z

Financial Planner - Fee-Only RIA

San Mateo, CA
onsite
Permanent
120000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Personal Injury Attorney

Minneapolis, MN
onsite
Permanent
100000 - 180000 USD / Yearly
Robert Half's Legal Practice is excited to partner with a top law firm based in the Twin Cities MN. The firm is seeking an experienced Plaintiff side Personal Injury Attorney to help lead the Personal Injury Practice. Bring your passion for supporting injured Minnesotans, legal acumen, and strong work ethic to a firm where you will make a big impact! The firm is collegial, entrepreneurial and prides itself on providing exceptional client service.
2026-02-13T00:00:00Z

Personal Injury Attorney

Salem, OR
onsite
Permanent
180000 - 225000 USD / Yearly
A West-Coast regional law firm is seeking an experienced litigation attorney to represent plaintiffs in catastrophic personal injury cases within Multnomah County in Portland, OR. The role offers fully remote flexibility, with the exception of court appearances. Candidates must reside within reasonable commuting distance to Multnomah Courts. There will be some local travel as needed for site visits. The base salary range is 180-225k DOE with additional discretionary bonus earnings. The firm offers medical, dental, vision and life insurance (monthly premiums 100% paid by the employer for employee + family), profit sharing contributions, unlimited PTO, paid court holidays, and sick time and paid CLEs and bar dues.
2026-03-03T00:00:00Z

Remote General Liability Insurance Defense Attorney

Philadelphia, PA
remote
Permanent
150000 - 200000 USD / Yearly
Remote PA/NJ Litigation Partner / Associate Attorney Regional Law Firm - $150-190/200k+/year plus benefitsFull Time / Direct-Hire (Permanent) position via an AgencyPractice area: General Liability, Insurance Defense *Must be barred in PA & NJ and reside in either state We are looking for a skilled Insurance Defense General Liability Attorney to join our client's thriving legal team based in Philadelphia, Pennsylvania, with law firm offices all over regionally, as a remote candidate from PA or New Jersey. This remote role offers lawyers the opportunity to handle diverse general liability cases, including insurance defense litigation, while collaborating with a dynamic and inclusive team. The ideal candidate will be an associate, of counsel, senior counsel, or partner with strong analytical skills, courtroom expertise, and a commitment to delivering high-quality legal services. You should be able to demonstrate the ability to take over a book of business from other partners. Responsibilities:• Evaluate and address complex legal issues by providing clients with thorough and strategic recommendations.• Prepare and file pleadings, respond to discovery requests, and manage depositions effectively.• Represent clients in court proceedings, including trials, arbitrations, and mediations, ensuring compliance with all deadlines.• Engage in clear and detail-oriented communication with clients, witnesses, opposing counsel, and courts.• Perform legal research to support case strategies and arguments.• Travel locally for court appearances, client meetings, and case-related activities.• Collaborate with team members to develop case strategies and achieve favorable outcomes.• Manage multiple cases simultaneously while maintaining attention to detail and meeting critical deadlines.
2026-03-11T00:00:00Z

Insurance Authorization Coordinator

Pewaukee, WI
onsite
Contract / Temporary to Hire
23 - 25 USD / Hourly
We are looking for a dedicated Insurance Authorization Coordinator to join our team in Pewaukee, Wisconsin. In this Contract to permanent position, you will play a critical role in managing insurance-related tasks and ensuring accurate billing practices for ambulance services. This role requires a detail-oriented individual with strong communication skills and a solid understanding of medical insurance processes. Responsibilities: • Analyze denied or underpaid claims and prepare detailed appeals with supporting documentation to secure proper reimbursement. • Verify patient insurance coverage, benefits, and authorization requirements before or after transport to ensure claims are submitted accurately. • Handle inbound calls from patients to address account balances, explain charges, and provide guidance on payment options or necessary corrections. • Document all actions, conversations, and next steps thoroughly in the billing system to maintain accurate account records. • Collaborate with team members and supervisors to gather required information, clarify service details, and resolve payer concerns. • Ensure compliance with industry regulations and internal procedures to maintain adherence to billing standards. • Utilize billing software and payer portals effectively to process claims and manage account information. • Conduct additional tasks as needed to support the billing department and overall operations.
2026-03-17T00:00:00Z

Financial Advisor

Birmingham, AL
onsite
Permanent
45000 - 50000 USD / Yearly
Our client is seeking a motivated and client-focused Financial Planner to join their growing team in Birmingham, Alabama. This role offers a strong balance of client interaction and strategic planning, along with significant earning potential through a salary plus commission compensation structure. Position Overview This role is approximately 30% client-facing, working directly with employees and clients to review financial plans, retirement goals, and investment strategies. The Financial Planner will play a key role in educating clients on retirement solutions, including 401(k) plans, and guiding them toward financial and retirement services that best fit their needs. The position requires approximately 25% travel to meet with clients and employees. A flexible hybrid schedule is available, with some work-from-home opportunities. Key Responsibilities Meet with employees and clients to review and discuss financial plans Present retirement and investment solutions, including 401(k) plan options Educate clients on financial planning and retirement strategies Build relationships and follow up with clients on a regular basis Maintain detailed documentation and ensure compliance standards are met
2026-02-18T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-02-27T00:00:00Z

Financial Advisor

Albany, NY
onsite
Permanent
60000 - 80000 USD / Yearly
We are looking for a dedicated Financial Advisor to join our team in Albany, New York. This role involves assisting clients with comprehensive financial planning, including retirement strategies, tax considerations, and estate management. The ideal candidate will provide expert guidance while fostering strong client relationships to help individuals achieve their financial goals. Responsibilities: • Develop detailed financial plans tailored to client needs, including retirement strategies, tax optimization, and estate planning. • Conduct thorough financial analyses and prepare reports, projections, and recommendations. • Collaborate directly with clients to understand their financial objectives and provide personalized solutions. • Create estate flowcharts and other visual aids to simplify complex financial concepts. • Manage some aspects of investment portfolios, ensuring alignment with client goals and risk tolerance. • Offer financial counseling and advice to support clients in making informed decisions. • Utilize computer systems and tools to efficiently manage data and client information. • Handle inside sales activities to promote financial services and expand client relationships. • Provide remote assistance and virtual consultations to clients as needed.
2026-02-20T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-02-18T00:00:00Z