Financial Advisor - Wealth Management Services

As a Financial Advisor on the Wealth Management Services team you will work closely with clients to understand their financial goals risk tolerance and overall financial picture. You will spend your time engaging in meaningful conversations to uncover each clients unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed in this highly regulated role you must hold the appropriate licenses and possess a deep understanding of current financial products investment options and market trends. A strong commitment to providing client-focused advice with integrity accuracy and professionalism is essential.

Responsibilities

• Engage clients in discussions to assess financial objectives risk tolerance expenses income tax status insurance coverage or other information needed to develop a financial plan.
• Provide guidance and advice on financial planning strategies investment options retirement planning tax strategies estate planning cash management and overall wealth management.
• Develop implement and monitor comprehensive financial plans tailored to each clients needs.
• Conduct regular review of client accounts to assess progress and adapt strategies in response to life events economic changes market conditions or financial performance trends.
• Preparing or interpreting financial document summaries investment performance reports and income projections for clients.
• Collaborate with internal and external professionals to support the execution of complex financial plans.
• Maintain active communication with clients to ensure strong relationships and understanding of evolving goals and maintain up to date client portfolios.
• Build and expand the book of business through client referrals networking and community engagement.
• Stay current with financial markets products and regulatory requirements.
• Accurately document interactions and maintain records using CRM and financial planning software.

The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned. Duties are subject to change at any time by HUB Management.

Qualifications

• Bachelors degree in business finance or related field preferred.
• 5 years of experience as a Financial Advisor delivering high quality financial advice.
• Active FINRA 66 or combination of series 63 and 65 securities registration required
• Certified Financial Planner (CFP) designation preferred
• Experience working with account custodians such as Charles Schwab and Fidelity Investments
• Proven ability to manage and grow existing book of business
• Strong understanding of mutual funds stocks bonds and insurance offerings.
• Knowledge of retirement plans is a plus (401k 403b 457 ESOP)
• Proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint) and CRM systems.
• Excellent interpersonal communication and client relationship management skills.
• Self-motivated organized and adaptable with strong time management abilities.
• You must possess a valid drivers license and be comfortable meeting clients in-person as needed.
• Ability to work independently with autonomy while also thriving in a collaborative team environment.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Joining a Winning Team at HUB International

When you join the team at HUB International you become part of the 5th largest global insurance broker providing a broad array of investment retirement and wealth management property casualty risk management life and health employee benefits products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20000 professionals in 600 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services mergers and acquisitions and a great team of people. As part of our talent engine you will exemplify our strong core values which drive our unique corporate culture. HUBs entrepreneurial spirit is evident in our people products and philanthropic initiatives and we are passionate about our talent!

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.

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