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Wealth Management Representative

3 months ago

Miami, Florida, United States HUB International Full time

ABOUT HUB INTERNATIONAL:

HUB International Limited ("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. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that's important for all of us
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry
  • Growth potential - HUB is constantly growing and so can your career
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives

SUMMARY:

This is an in-office position located out of Miami, FL 33156

The Wealth Management representative helps deliver excellent service to clients and advisor. You will support the financial advisor in establishing and maintaining investment accounts, as well as delivering outstanding client service. The role requires someone who has excellent organizational skills, analytical skills, and communication skills. They must enjoy talking to customers, a desire to learn about and grow in the financial services industry, and a passion for personal development. Initially, you will not need a securities license, but in order to grow in this role, and eventually, with the firm, you will need a Series 6 and SIE. This is not a sales role. This position allows you to gain valuable experience in wealth management, develop communication and analytical skills, and progress toward more client interaction and responsibilities.

This role requires frequent communication with the financial advisor, clients, and other investment companies and custodians. The ideal candidate will be positive, organized, detail-oriented, and motivated.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Prepare and review all new account paperwork and check pending account maintenance items
  • Work with clients and financial advisor to ensure proper account opening procedures, documentation, as well as funding
  • Follow up with clients and custodians to ensure new accounts are funded in a timely manner and resolve any pending issues
  • Assist with day-to-day client service requests; proactively resolve clients' issues and concerns
  • Interact with clients in person and over the phone
  • Maintain current client information in all existing databases
  • Organize, scan, and maintain all new account paperwork and client requests into client files
  • Administrative duties such as handling telephones, mailing applications, and submitting account maintenance forms
  • Comply with all industry rules, regulations and firm policies
  • Perform other duties as assigned

REQUIREMENTS:

  • Must be willing to be in-office most working days S. Dadeland Blvd Miami, FL 33156
  • Ability to pass an extensive background check including credit check and fingerprinting is required.
  • High school diploma or equivalent, advanced education preferred
  • Series 6 license or willingness to complete is preferred but not required
  • Microsoft Office Suite experience
  • Must be highly organized with the ability to multi-task

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here

EEOAA Policy

E-Verify Program

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 US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit