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 then recommend an appropriate strategy. You will also be involved in working 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. You will also be appointed as a wealth management advisor to a book of individual clients and manage their ongoing advisory needs. 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

Contributing to various team meetings

Participating in day-to-day communication with clients and participants proactively

Provide education support to retirement plan participants.

Contributing to a positive workplace environment

Ensuring the highest level of customer service and satisfaction

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

Answering client questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Implementing financial plans or referring clients to professionals who can help them.

Managing and updating client portfolios.

Contact clients regularly to discover changes in their financial status.

Building and maintaining your client base.

Preferred Knowledge and Skills

Bachelor's degree

FINRA Series 6, 63, and 65 licenses (or obtaining within the established timeframe)

3 to 5 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

Highly computer literate and proficient in a variety of programs including Microsoft Office Suite

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 20,000 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. HUB's entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!

Department Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : Up to 25%

Required Education : Bachelor's 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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