Associate Advisor
Associate Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
About Us:
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 18000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions
As associate wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each clients goals and values.Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
- Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Effectively work with your team and available resources in support of our clients; executing client requests updating information follow up on open items
- Critical in supporting retaining and building meaningful client relationships
- Participate in the sales process in partnership with team to build new client relationships
- Actively develop skills in various software programs for investment and financial planning
Qualifications
- Bachelors degree (degrees in finance or related field are a plus)
- 2 years of prior experience working in a financial planning accounting law firm or other organization that provided relevant experience
- CFP designation or Series 65 required
Skills & Knowledge
- Understanding of wealth management including feebased consulting mutual funds money manager programs insurance and financial planning
- Previous experience with high net worth or ultrahigh net worth clients/families is preferred
- Experience utilizing financial planning software (eMoney MoneyGuide Pro Right Capital etc)
- Highly effective interpersonal relationship management and communication skills
- Strong attention to detail Excellent organizational and time management skills in a highenergy environment to manage multiple priorities
#LIKP1
Department SalesRequired Experience: 25 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelors degree 4year degree)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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
Employment Type
Full-Time
