Wealth Advisor & Education Consultant

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 one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 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 International, we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Summary

The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services. This role can function independently with a personal book of business or work collaboratively with a more experienced advisor on larger, complex relationships. The Wealth Advisor demonstrates full competency in financial planning, client service, compliance, and relationship management while demonstrating business development capabilities.

Job Responsibilities

• Manage existing client relationships as primary advisor, independently or in collaboration with senior advisors

• Demonstrate consistent year-over-year AUM growth through new client acquisition and deepening existing relationships

• Actively prospect and develop new wealth management client relationships

• Prepare and implement comprehensive financial plans addressing wealth accumulation, retirement, tax, estate, and risk management

• Lead client meetings, track correspondence, and present planning recommendations with clarity and confidence

• Conduct regular portfolio reviews, rebalancing, and investment allocation adjustments aligned with client goals

• Proactively identify changes in client circumstances and recommend adjustments to financial strategies

• Develop and present investment policy statements and asset allocation recommendations

• Coordinate with estate planning attorneys, CPAs, and other professionals on behalf of clients

• Ensure all client interactions and recommendations comply with fiduciary standards and firm policies

• Maintain thorough documentation of client meetings, decisions, and recommendations in CRM

• Participate in business development activities including client referrals and networking events

• Stay current on tax law changes, investment products, and financial planning best practices

EDUCATION & ENGAGEMENT KEY RESPONSIBILITIES

• Provide financial education and advice to help retirement plan participants make informed decisions about retirement savings and overall financial wellbeing

• Educate employees on their full retirement picture: Social Security, pension plans, employer plans (401(k), 403(b), etc.), and individual savings (IRA, 529, non-qualified investments, and more)

• Deliver programming through one-on-one meetings, webinars, workshops, group sessions, and newsletters

• Assist with benefits fairs, open enrollments, retirement seminars, and employer-hosted appointments

• Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience

• Track meeting activity.

QUALIFICATIONS

Education

• Bachelor's degree in business, finance, economics, or related field required

Licenses & Credentials

• Series 65 required; if associated with a Broker-Dealer: SIE, Series 7, and Series 66

• Financial planning designations a plus - such as CFP, CFA, ChFC, CIMA, CASL, AIF, or equivalent

Experience

• 4-7 years of experience in financial planning and wealth management

• Demonstrated competency in financial planning, client service, compliance, relationship management, and coaching

• Proven ability to manage client relationships independently with high satisfaction

• Strong knowledge of investment strategies, tax planning, retirement planning, and estate planning

• Experience preparing and presenting comprehensive financial plans

• Track record of building trusted, long-term advisor relationships with clients

• Proficiency with financial planning software, portfolio management systems, and CRM platforms

• Excellent communication skills with ability to explain complex concepts in accessible terms

• Growing business development capabilities including networking and relationship building

• Regional travel required

OUR IDEAL CANDIDATE

• Demonstrates an unwavering passion for collaborating with individuals, delivering practical guidance, and consistently exceeding service expectations

• Embodies self-motivation and proactive initiative - consistently goes above and beyond to accomplish tasks and achieve objectives

• Exhibits exceptional verbal and written communication skills, fostering meaningful connections and trust

• Embraces technology with confidence; proficient in Microsoft Office Suite and eager to adopt new tools including our CRM and specialized software

• Exercises impeccable judgment, operates with urgency in fast-paced environments, and meets deadlines with precision

• Holds themselves accountable, taking full ownership of responsibilities and delivering outcomes with integrity and seamless follow-through

• Values diverse perspectives and builds consensus and understanding across teams and client relationships

Department Account Management & Service

Required Experience:

Required Travel:

Required Education:

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

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