Wealth Management Associate Advisor

About Us:

HUB International is a leading advisory and consulting firm dedicated to providing personalized financial solutions to individuals families and businesses. Our firm values a client-first approach continuous growth and financial education as the foundation of long-term success. We areseekinga dynamic and growth-orientedWealth Management Associate Advisorto join our team and drive client acquisition while delivering high-quality financial guidance.

Position Overview:

As aWealth Management Associate Advisor you willbe responsible foridentifyingandacquiringnew clients educating retirement plan participants on their investment options and delivering comprehensive financial strategies tailored to each clients needs. This role is ideal for a results-driven professional with a passion for client relationships financial education and business growth.

Key Responsibilities:

• Client Acquisition & Business Development

• Proactively source and cultivate new client relationships through networking referrals and strategic prospecting.

• Develop and implement growth strategies to expand the firms client base and assets under management (AUM).

• Maintain a strong presence in the community to enhance brand recognition and attract potential clients.
  

• Retirement Plan Education & Advisory

• Conduct educational seminars and one-on-one consultations to help retirement plan participants understand their options.

• Guide clients on retirement planning investment strategies and financial wellness.

• Collaborate with plan sponsors and HR teams to enhance employee engagement with retirement plans.
  

• Financial Planning & Investment Management

• Assess clients financial goals risk tolerance and investmentobjectivesto create tailored wealth management strategies.

• Provideexpert advice on retirement planning estate planning tax-efficient investing and risk management.

• Stay up to date with market trends investment products and regulatory changes.
  

• Client Relationship Management

• Build long-term client relationships by providing consistent high-touch service and ongoing portfolio reviews.

• Act as a trusted advisor by delivering personalized proactive financial guidance.

• Collaborate with internal teams to ensure seamless client experience and service excellence.
  

Qualifications:

• 2-5years of experience

• FINRA Series 65 licensespreferred or willingness to obtain within60 daysof hire.

• Proven experience in wealth management financial advising or investment sales.

• Strong business development skills witha track recordofacquiringand growing client relationships.

• Excellent communication and presentation skills particularly in educating retirement plan participants.

• Entrepreneurial mindset with a passion for professional growth and business expansion.
  

What We Offer:

• The position will beginasa base salary of $70-80kand will also becommission eligible. Over time as youestablishyour book of business this will be a commission-only position.

• Comprehensive benefits package including health insurance retirement plan and professional development support.

• A collaborative and client-focused work environment.

• The opportunity to make a significant impact on clients financial futures while advancing your career in a growth-oriented firm.

About HUB:

HUB International is the 5th largest global insurance and employee benefits brokerprovidinga broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. At HUB 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 industryexpertise but we stillmaintainthe local flavor of our offices. With over19000 employeesin 600 offices throughout North America HUB hasgrown substantially inpart due to ourindustryleadingsuccess in mergers and acquisitions.

Why Choose HUB

At HUB we believe in investing in the future of our employees andprovidecontinuous opportunities for growth and development.Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers andorganization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• 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 andexpertise

• are a self-starter willing to invest time and energyto learnthe technical aspects of our business

• believe in integrity and building success by developing relationships with others

If you are a motivated financial professional looking togrowyour practice and make a difference in clients lives we encourage you to apply!

The expected salary range for this position is $70000.00 to $80000.00 * and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HAS and 401(k) accounts paid-time-off benefits such as vacation sick personal floating holidays and company addition eligible annual bonuses equity and commissions may be available for some positions.

This is a hybrid role requiring three days per week in the office.

The posting end date is July 31 2026. This may change depending on the volume of applicants.