Wealth Advisor
Wealth Advisor
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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.
Throughout our network of more than 600 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
Mission Statement:
We are a highly committed diverse financial services organization serving hundreds of thousands of retirement plan participants individuals and institutions across the United States. We provide financial piece of mind and top of class solutions investments administration and service. We are committed to the highest Ethics Competency Customer Service and providing our valued clients with the best and most competent professional team.
We are the perfect fit if you:
Enjoy team collaboration
Thrive in a healthy company culture that recognizes success
Want to learn and grow your current skill set
Are seeking a progressive work environment at a rapidly growing organization
Have a desire to help others protect their future
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
Are focused on learning and development to enhance your industry knowledge and expertise
Are a self-starter willing to invest time and energy to learn the technical aspects of our business
Believe in integrity and building success by developing relationships with others
Job purpose:
As a Wealth Advisor you will work directly with referral partners and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each clients goals and Wealth Advisor will be an experienced planner thoughtful listener have a strong team mentality and be driven to grow professionally and learn and grow with a team that has a consistent year over year growth of 30-40%.
Duties and responsibilities:
Communicate the firms resources value proposition solutions and services to representatives from our participating referral programs
Generate new business opportunities through prospecting lead generation and closed sales in the custodial referral programs.
Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates offices and at various regional events.
Engage and communicate prospective client needs to the firms wealth advisory and partner firms
Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
Commitment to advanced continuing education and team development at all levels
Train and mentor associates across the wealth advisory team
Leverage community relations and development centers of influence to generate leads and facilitate introductions
Work experience:
3 years experience in the financial services industry
Education/Licensing:
Bachelors degree in business or other related field from an accredited college or university.
Series 65 or CFP required
Knowledge and Skills:
Wealth management experience with fee-based consulting tax mutual funds money manager programs insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney MoneyGuide Pro etc)
Highly effective interpersonal relationship management and communication skills
Proven success selling business to new and existing clients
Demonstrated knowledge and facilitation of sales cycle/process
Problem-solving negotiation and persuasive skills
Effective written communication skills with ability to adapt to different audiences
Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
Ability to build and maintain professional relationships with clients prospective clients and internal and community contacts
Featured Benefits:
Medical insurance (HSA Match) Vision insurance Dental insurance 401(k) plus match Company Paid STD Life Insurance parental leave and many other ancillary lines to choose from.
Compensation:
Salary: Comp: $75000
Travel:
Local travel to clients
Working Conditions:
Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise dust etc. Work is generally performed within an office environment with standard office equipment available.
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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.
Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelors degree (4-year 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:
Unclear Seniority
Employment Type
Full-Time
