Wealth Advisor

at  HUB International

WHO WE ARE

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
HUB is the 5th 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 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

QUALIFICATIONS:

• 2 + years of experience
• Bachelor’s degree or equivalent
• Series 63 or 65 OR Series 66 within 90 days of date of hire
• Regional travel required

• Manage a strong Client relationship and provide exceptional service
• Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
• Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer plans (401(k), 403(b), etc.), and individual savings plans (IRA, 529, Non-qualified investments, etc.).
• Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions
• Proactively engage with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
• Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
• Assist employees with any retirement or financial needs
• Develop and manage private client relationships
• Prepare and analyze financial planning documents such as goal projections, investment recommendations, debt pay down strategies, etc.
• Provide ongoing legislative and regulatory updates to client and participants in preparation for reviews
• Manage relationships with strategic partners and vendors
• Manage communication between the client and internal teams to support existing processes
• Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer Utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming
• Track meeting activity and wealth management lead pipeline for annual client reviews
• Participate in L10 Leadership Strategy meetings with team members fostering a collaborative, innovative team dynami