Financial Coach
1 week ago
HUB International Limited is a leading global insurance brokerage with a strong focus on providing a wide range of financial services. As a Gold Award Winner of the Stevie Award for Great Employers, HUB is known for its collaborative company culture and commitment to employee success. The company is currently owned by a group of investors led by Hellman & Friedman, a respected private equity firm.
Job Title: Financial CoachJob Responsibilities:
- Conduct client meetings to educate and engage employees on financial literacy resources
- Recruit, build and lead clients to achieve strategic objectives
- Establish and maintain relationships with leadership, employees, and clients
- Promote financial tools and solutions to eligible employees
- Coordinate and facilitate workshops on financial literacy topics
- Coach individuals through various channels
- Maintain client data for impact reporting
- Recommend strategies for employees and clients to achieve financial goals
- Support personal development in relation to money dynamics
- Bilingual in English / Spanish
- Bachelor's degree in finance or related field preferred
- Minimum of two years of related work experience
- Credit/Personal finance counselor certification preferred
- AFC designation preferred
- Excellent communication skills
- Proficient in Microsoft Office and G-Suite
Monday – Friday 8:00 am – 5:00pm, with flexibility required based on program needs
5HM Hub International Texas is a financial services company committed to providing top-notch solutions and service to clients. The company launched a financial wellness platform, as part of its client experience. If you are passionate about helping others secure their financial future and eager to grow in a dynamic industry, this position might be the perfect fit for you.
Salary Range: $50,000 to $65,000, based on experience and qualifications
Equal Opportunity Employer:
5HM Hub International Texas is an equal opportunity employer that values diversity and inclusion in the workplace. We do not discriminate based on race, ethnicity, gender, disability, or any other protected characteristic.
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