Wealth Management Advisor
2 days ago
We are seeking a highly motivated and experienced Wealth Advisor to join our team at HUB International Midwest-East. As a key member of our team, you will be responsible for providing exceptional service to our clients, delivering financial education and advice, and helping employees make informed decisions about their retirement savings and financial well-being.
Key Responsibilities- Manage client relationships and provide exceptional service
- Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial well-being
- Educate employees on their retirement picture, including social security, pension plans, state governmental plans, employer plans, and individual savings plans
- Maintain operational knowledge to assist clients and plan participants with processes and transactions
- Proactively engage with plan sponsors, advisors, client service team, and marketing to enhance the education experience for all plan participants
- Actively engage in marketing activities, including speaking, writing, attending events, and maintaining an active social media presence
- Assist employees with any retirement or financial needs
- Develop and manage private client relationships
- Prepare and analyze financial planning documents, such as goal projections, investment recommendations, debt pay down strategies, and more
- Provide ongoing legislative and regulatory updates to clients and participants in preparation for reviews
- Manage relationships with strategic partners and vendors
- Manage communication between clients and internal teams to support existing processes
- Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer
- Determination – unsatisfied until we are the best
- Ownership – responsible to each other, our clients, and our goals
- Teamwork – together we attain greater success
- Sincerity – giving and receiving direct and caring communication
- 2+ years of experience in a related field
- Bachelor's degree or equivalent
- Series 63 or 65 OR Series 66 within 90 days of date of hire
- Regional travel required
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.
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