Retirement Plan & Wealth Management Investment Advisor

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs financial objectives investment risk tolerance and recommend an appropriate strategy. You will be appointed as a wealth management advisor to an existing book of individual clients and manage their ongoing needs. You will be responsible for conducting annual portfolio reviews with existing clients to ensure alignment with their financial goals. Additionally you will manage day-to-day transactional needs providing timely and accurate support to maintain client satisfaction. You will also work with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars 1 on 1 participant meetings and newsletters. To excel in this role you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized responsive proactive and dedicated to excellence.

Duties and Responsibilities

• Provide education support to retirement plan participants through 1 on 1 meetings.

• Create retirement plan education strategies for plan sponsors which include webinars and newsletters.

• Provide guidance to participants regarding their retirement plan accounts (general guidance instructions for updating investments/contributions discussing options for rollovers distributions etc.)

• Build and maintain an existing book of business.

• Prepare and interpret financial document summaries investment performance reports and income projections for clients.

• Participate in day-to-day communication with clients and participants proactively.

• Analyze client financial data received from clients to develop strategies for meeting clients financial goals.

• Talking to clients to determine a comprehensive financial picture (may include expenses income financial objectives tax status risk tolerance) or other information needed to develop a financial plan.

• Manage and update client portfolios.

• Place trades for clients (at various custodians).

• Ensure the highest level of customer service and satisfaction.

• Contribute to various team meetings.

• Contribute to a positive workplace environment.

• Perform other related duties as requested by clients or managers.

Preferred Knowledge and Skills

• Bachelors degree

• FINRA Series 65 or 66 license

• 3 years of relevant financial services industry experience

• Comprehensive retirement industry and investment knowledge

• Excellent communication skills both oral and written

• Detail orientated and superior organizational skills

• Deadline driven

• Team player with the ability to collaborate with others

• Mastery of various financial planning and investment software products (Orion MoneyGuide Pro etc.)

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.

About Us

When you join the team at HUB International you become part of one of the largest global insurance brokers providing a broad array of property casualty risk management life and health employee benefits investment retirement and wealth management 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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