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
Prepare and implement comprehensive financial plans addressing wealth accumulation, retirement, tax, estate, and risk management
EDUCATION & ENGAGEMENT KEY RESPONSIBILITIES
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
Financial planning designations a plus — such as CFP®, CFA, ChFC, CIMA, CASL®, AIF®, or equivalent
Demonstrated competency in financial planning, client service, compliance, relationship management, and coaching
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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