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Western Financial Group Jobs (NOW HIRING)

Fraud Analyst

Brooklyn, NY · Remote

$70K - $105K/yr

We were recently acquired by Western & Southern Financial Group, a Fortune 500 company with $132 billion in assets and 6.3 million customers across insurance, investment, and retirement businesses.

Fraud Analyst

Brooklyn, NY · On-site +1

$70K - $105K/yr

We were recently acquired by Western & Southern Financial Group, a Fortune 500 company with $132 billion in assets and 6.3 million customers across insurance, investment, and retirement businesses.

Senior Financial Analyst

Castle Rock, WA · On-site

$82K - $123K/yr

The Timberlands Senior Finance Analyst is an integral part of Weyerhaeuser's Timberlands Finance group, which is responsible for financial planning and analysis on behalf of our Western Timberland ...

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Western Financial Group information

See salary details

$31.5K

$71.6K

$115K

How much do western financial group jobs pay per year?

As of Jun 15, 2026, the average yearly pay for western financial group in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Advisor at Western Financial Group, and why are they important?

To thrive as an Insurance Advisor at Western Financial Group, you need strong expertise in insurance products, sales acumen, and often a valid insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and relevant provincial or national insurance certifications is typically required. Exceptional interpersonal, problem-solving, and communication skills help build trust with clients and foster long-term relationships. These abilities ensure clients receive tailored coverage and support, driving customer satisfaction and business growth.

What is Western Financial Group?

Western Financial Group is a Canadian insurance brokerage that provides personal, business, and life insurance products and services. Established in 1996, the company operates numerous offices across Canada and offers insurance solutions such as home, auto, farm, and commercial insurance. Western Financial Group is known for its commitment to customer service and its community involvement. The company partners with leading insurance providers to deliver customized policies to meet clients’ unique needs.

What opportunities for career advancement exist at Western Financial Group, and how can employees position themselves for growth within the company?

Western Financial Group encourages employee development through a variety of career advancement opportunities, including internal promotions, mentorship programs, and professional training. Employees who demonstrate strong performance, adaptability, and a commitment to customer service often progress into leadership or specialized roles. Regular feedback and performance reviews help team members identify areas for growth, while cross-department collaboration provides exposure to new skills and business functions. Taking initiative in ongoing learning and actively seeking out new challenges can help employees stand out and advance their careers within the organization.

What is the difference between Western Financial Group vs Insurance Agent?

AspectWestern Financial GroupInsurance Agent
CredentialsLicenses required for insurance sales, industry certificationsLicenses required for selling insurance products
Work EnvironmentOffice-based, client meetings, community eventsIndependent or agency-based, client consultations
Employer & IndustryFinancial services and insurance companies, brokeragesInsurance companies, agencies, brokerages

Western Financial Group and Insurance Agent roles both involve selling insurance products and require licensing. Western Financial Group typically refers to a company offering a range of financial and insurance services, whereas an Insurance Agent is an individual representing an insurer or agency. The main difference lies in the employment context: Western Financial Group is a company, while an Insurance Agent is a professional working within or for such companies.

What cities are hiring for Western Financial Group jobs? Cities with the most Western Financial Group job openings:
What states have the most Western Financial Group jobs? States with the most job openings for Western Financial Group jobs include:
Infographic showing various Western Financial Group job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 93% Full Time, 1% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Director, Alternative Credit

Director, Alternative Credit

Western & Southern Financial Group

Cincinnati, OH • On-site

Full-time

Posted 25 days ago


Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

46th of 261 rated insurance


Job description

Overview
The Director, Alternative Credit is responsible for building, implementing, and managing alternative credit investments as a member of Fort Washington Investment Advisors to support Western & Southern profitability and product competitiveness in a risk efficient manner. Primary responsibilities include developing the investment pipeline, underwriting and recommending new investments, managing the existing portfolio, fulfilling reporting needs, and performing special projects to evolve Western & Southern's capabilities in this area.
Responsibilities
What you will do:
  • Manage a diversified suite of investment portfolios including middle market direct lending, infrastructure lending, private asset backed finance, and other allocations outside of the syndicated credit markets.
  • Develop an understanding of various alternative credit markets and broader capital markets in order to assess risk adjusted returns and relative value across competing investment opportunities.
  • Shape enterprise investment strategy by leading cross-functional strategic initiatives that expand the firm's investment toolkit, driving research, due diligence, and recommendations that inform CIO, CEO, and board-level decision-making.
  • Determines and implements overall portfolio strategy for assigned portfolios, including top down positioning (risk allocation, sector/country weights), sector allocation, security selection, and performance relative to benchmarks.
  • Works closely with co-CIO, Sr. PM, and analyst team to review and report on overall portfolio risk levels, sector/country exposures, and issuer-level exposures.
  • Deliver measurable enterprise impact by executing investment strategies that materially improve liability crediting rates and strengthen the company's long-term competitive positioning.
  • Influence enterprise direction by preparing and presenting high-impact materials to senior leadership and board-level committees, shaping strategic conversations on pricing, profitability, and capital allocation.
  • Generate specific recommendations across managed vehicles of various types (funds, SMAs, JVs) as well as co-investments, direct investments, and strategic partnership opportunities.
  • Source, underwrite, and present investments to senior management in Private Investments Committee and Finance Committee.
  • Generate returns that exceed stated portfolio goals and objectives.
  • Stays current on trends in the insurance industry to maintain awareness of competitors, expansion opportunities, customers, markets, and new industry developments and standards.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • Bachelor's Degree - Required
  • Master's Degree - Preferred
  • 4 - 6 years investment related and/or financial analysis experience with significant investment acumen. - Required
  • Proven experience with innovative and strategic problem identification and resolution. - Required
  • Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. - Required
  • Demonstrated strong team orientation and experience working effectively within a team. - Required
  • Proven strong proclivity for continuous learning and desire to increase breadth and depth of experience. - Required
  • Demonstrated excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. - Required
  • Proven superb presentation skills with experience conveying information in a clear, focused and concise manner. Proven ability to answer questions and garner credibility. Demonstrated use of strong listening and communication techniques and presentation software. - Required
  • Demonstrated superior selling skills with proven experience effectively influencing individuals and group to a recommended course of action. - Required
  • Proven strong analytical skills and comfort with complex data, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required
  • Ability to understand financial statements, loan agreements and other investment related documentation. Basic knowledge of financial markets; previous leveraged finance experience is a plus. Ability to make judgments based on market knowledge. Experience with financial modeling and analysis. - Required
  • Proficient in word processing and spreadsheet applications. - Required
  • Chartered Financial Analyst (CFA) Upon Hire - Preferred

Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:
  • Estimated amount 10%.