ZipRecruiter

Log In

1

Shuster Advisory Group Llc Jobs (NOW HIRING)

Aprio

Senior Manager, Assurance Services

Lake Oswego, OR · On-site

$140 - $190/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Manager to join their dynamic team. Responsibilities: * Conducting multiple auditing projects and client engagements

Aprio

Senior Tax Associate - Real Estate

Atlanta, GA · On-site

$90 - $120/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

$85 - $115/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate, Tax to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships ...

Aprio, LLP

$70 - $100/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Audit Associate to join their dynamic team. Responsibilities: * Accurately and skillfully performing audits

Aprio

Manager, RFH Outsourcing

Raleigh, NC · On-site

$90 - $130/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager, RFH Outsourcing to join their dynamic team. Responsibilities: * Review monthly work for more complex clients

Aprio

Audit Manager, Affordable Housing

Charlotte, NC · On-site

$95 - $135/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Audit Manager to join their dynamic team. Responsibilities: * Conduct multiple audit engagements within firm standards

Aprio

Tax Manager - PCS

Atlanta, GA · On-site

$85 - $110/hr

Aprio Advisory Group, LLC is a progressive, fast‑growing firm looking for a Tax Manager to join their dynamic team. Responsibilities * Responsible for managing and leading a team of tax ...

Aprio

Senior Tax Associate - Real Estate

Charlotte, NC · On-site +1

$79K - $98K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Senior Tax Associate - Real Estate

Valdosta, GA · On-site +1

$66K - $82K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Senior Associate, Tax

San Antonio, TX · On-site

$73K - $91K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships ...

next page

Showing results 1-20

All JobsAutomotive JobsShuster Advisory Group Llc Jobs

Shuster Advisory Group Llc information

What is Shuster Advisory Group LLC?

Shuster Advisory Group LLC is a financial advisory firm that specializes in providing wealth management, retirement planning, and employee benefits consulting services. They work with individuals, families, and businesses to create tailored financial strategies that help clients achieve their long-term financial goals. Their services typically include investment management, estate planning, tax planning, and risk management. The firm is known for its client-centered approach, offering personalized advice and solutions based on individual needs. Shuster Advisory Group LLC is a registered investment adviser, and its team includes experienced financial professionals.

What types of projects or clients can new hires expect to work with at Shuster Advisory Group LLC?

New hires at Shuster Advisory Group LLC typically collaborate with a diverse range of clients, including corporations, non-profits, and high-net-worth individuals, focusing on areas such as retirement planning, employee benefits, and executive compensation. Team members often work closely within cross-functional groups, allowing for mentorship and knowledge sharing. The work environment emphasizes continuous learning and professional development, with opportunities to advance by taking on more complex projects and client relationships. This collaborative approach helps new team members quickly gain exposure to different aspects of the advisory business and build a strong foundation for career growth.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shuster Advisory Group LLC?

To thrive as a Financial Advisor, you need a solid background in finance, investment strategies, and client portfolio management, typically supported by a bachelor’s degree in finance or related field and relevant licenses such as the Series 7 and 66. Familiarity with financial planning software like eMoney, CRM systems, and market analysis tools is essential. Exceptional interpersonal skills, ethical judgment, and the ability to explain complex financial concepts make advisors stand out. These skills ensure you can build trust with clients, provide sound financial advice, and help clients achieve their long-term financial goals.

What is the difference between Shuster Advisory Group Llc vs Financial Advisor?

AspectShuster Advisory Group LlcFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentConsulting firm, client offices, or remoteBanking institutions, independent practice, or firms
Industry UsageFinancial consulting and advisory servicesPersonal financial planning and investment advice

Both Shuster Advisory Group Llc and Financial Advisors typically hold similar certifications and work in financial services. While Shuster Advisory Group Llc may focus more on consulting and strategic advice, Financial Advisors often provide personalized investment and financial planning services. The roles overlap in credentials and industry usage, but their specific client engagement and service scope can differ.

More about Shuster Advisory Group Llc jobs

What cities are hiring for Shuster Advisory Group Llc jobs?

Cities with the most Shuster Advisory Group Llc job openings:

What states have the most Shuster Advisory Group Llc jobs?

States with the most job openings for Shuster Advisory Group Llc jobs include:

What job categories do people searching Shuster Advisory Group Llc jobs look for?

The top searched job categories for Shuster Advisory Group Llc jobs are:

Shuster Advisory Group Llc jobs near you
Infographic showing various Shuster Advisory Group Llc job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Life Insurance Case Manager at Shuster Advisory Group, LLC Pasadena, CA

Downtown Boulder Partnership

Pasadena, CA • On-site

$60 - $90/hr

Other

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Job Description

The risk management division of Shuster Advisory Group, LLC is seeking the right person to join our team as a Life Insurance and Annuity Case Manager. The candidate chosen for this position will be responsible for new business support and be part of the team servicing all aspects of the firm’s life insurance, long-term care, disability, and annuity book of business. This is an administrative position and not a sales position. Vitally important is the ability to multi‑task effectively in a fast-paced environment and adapt to change.

Responsibilities
  • Marketplace Analysis
    1. Create and perform comparative analysis of insurance companies and their products.
    2. Create client presentations.
    3. Case design and implementation.
  • New Business
    1. Application processing: Prepare and review applications and illustrations for completeness, identifying and collecting outstanding requirements and managing the process through policy issue.
    2. Underwriting: Order/coordinate insurance exam, order medical records, and complete any required follow-ups with APS provider.
    3. Policy issue: Review policies for accuracy, invoice and collect initial premium and delivery requirements.
  • In-force Servicing
    1. Prepare in-force policy/plan reviews and analysis.
    2. Manage ongoing client servicing.
  • Administration
    1. Maintain correspondence, client files, and records according to company’s compliance guidelines.
Requirements / Experience
  • Minimum of 3 years working in the insurance/financial services industry.
  • Strong product knowledge of multiple life insurance carriers and products.
  • Excellent communication skills – written and verbal.
  • Excellent time management and organizational skills.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required.
  • Prior knowledge of advanced estate and executive bonus concepts is a plus.
  • Life insurance license is a plus.
Other Requirements
  • Must have strong sense of customer service.
  • Strong sense of accountability and follow-up.
  • Self‑motivated.
  • Adaptable to change.
Salary & Benefits
  • Starting salary commensurate with experience.
  • 401(k), 401(k) 4% match, medical, dental and vision insurance.
#J-18808-Ljbffr

Apply