Wealth Management Advisor

2 days ago


Troy, Michigan, United States 5H2 Hub International Midwest Limited Full time
About the Role

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
Cultural Expectations
  • 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
Requirements
  • 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
About Us

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.

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 (844) 300-9193 or [insert contact information]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.



  • Troy, Michigan, United States Equitable Services Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations achieve their financial goals.About the RoleAs a Wealth Management...


  • Troy, Michigan, United States Sequoia Financial Group Full time

    Sequoia Financial Group: A Leader in Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a Wealth Advisor, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key Responsibilities:Manage and...


  • Troy, Michigan, United States Sequoia Financial Group Full time

    Sequoia Financial Group: A Leader in Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional wealth management services to our clients. As a highly motivated Wealth Advisor, you will play a critical role in helping us achieve our mission to enrich lives.Key Responsibilities:Manage and retain a book of high net worth client...


  • Troy, Michigan, United States MKD Wealth Full time

    Financial Planning AssociateAt MKD Wealth, we are seeking a highly skilled Financial Planning Associate to join our team. As a key member of our wealth management team, you will provide exceptional service support to our advisors and clients.Key Responsibilities:Prepare comprehensive retirement plans utilizing industry-leading softwarePerform complex...


  • Troy, Michigan, United States Equitable Services Full time

    Join Our Team as a Retirement Benefits Group Financial ProfessionalAt Equitable Advisors, we are seeking a highly motivated and results-driven individual to join our Retirement Benefits Group as a Financial Professional. As a key member of our team, you will be responsible for providing financial products and services to individuals who work for public...

  • Financial Advisor

    3 days ago


    Troy, Michigan, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a...

  • Service Advisor

    3 weeks ago


    Troy, Michigan, United States Subaru of Troy Full time

    Job OverviewWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Subaru of Troy. As a Service Advisor, you will play a critical role in building strong relationships with our customers, ensuring their satisfaction, and contributing to our service revenue growth.Key ResponsibilitiesProvide exceptional customer service,...


  • Troy, Michigan, United States Citizens Financial Group, Inc. Full time

    Private Client Relationship ManagerAt Citizens Financial Group, Inc., we're committed to helping our clients achieve their financial goals. As a Private Client Relationship Manager, you'll play a critical role in deepening relationships with our affluent and high-net-worth clients.Key Responsibilities:Acquire and retain new-to-wealth relationships through...

  • Parts Advisor

    4 weeks ago


    Troy, Michigan, United States Lithia & Driveway Full time

    Parts Advisor Job DescriptionWe are seeking a skilled Parts Advisor to join our team at Suburban Mazda of Troy. As a key member of our dealership, you will be responsible for providing exceptional customer service and ensuring the efficient delivery of vehicle parts and merchandise.Responsibilities:Provide accurate and timely assistance to customers and...

  • Service Advisor

    3 days ago


    Troy, Michigan, United States Mike Savoie Chevrolet Full time

    Service Advisor At Mike Savoie Chevrolet, we are seeking a highly skilled and customer-focused Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive prompt, courteous, and effective service. Responsibilities: * Write Repair Order after verifying customer's complaint * Effectively and...

  • Parts Advisor

    4 weeks ago


    Troy, Michigan, United States Mike Savoie Volkswagen of Troy Full time

    Join Our Team as a Parts Advisor at Mike Savoie Volkswagen of TroyWe are seeking an experienced and customer-focused Parts Advisor to join our team at Mike Savoie Volkswagen of Troy. As a key member of our sales team, you will be responsible for providing exceptional customer service and ensuring that our clients receive prompt, courteous, and professional...


  • Troy, Michigan, United States InsideHigherEd Full time

    Job Title: Advisor, Advancing Success in Associate PathwaysJob Summary:We are seeking an experienced and dynamic Advisor to join our team at Hudson Valley Community College. The successful candidate will provide individual academic and personal support to students as they progress through the Associate Pathways program.Key Responsibilities:Deliver...


  • Troy, Michigan, United States Blumark Full time

    Job SummaryThis role reports to the WMP Practice Manager and is responsible for assisting in the completion of necessary paperwork and processes to move client business through the appropriate systems.Key Responsibilities:Process new business for securities and independent qualified plansManage the Money Movement System (MMS)Handle withdrawals and...

  • Tax Manager

    4 weeks ago


    Troy, Michigan, United States Doeren Mayhew CPAs and Advisors Full time

    Job OpportunityDoeren Mayhew CPAs and Advisors, a leading public accounting and advisory firm, is seeking a highly skilled Tax Manager to join our Troy, MI office.Key Responsibilities:Lead tax compliance and planning engagements, delivering exceptional client service through technical quality control, cost effectiveness, accuracy, and timeliness.Review...


  • Troy, Michigan, United States HUB International Full time

    About HUB InternationalHUB International is a leading insurance and employee benefits broker, providing a broad range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part...


  • Troy, Michigan, United States HUB International Full time

    About UsHUB International is a global insurance and employee benefits broker that empowers its clients and employees. With over 17,000 employees in 500 offices, we offer a broad range of products and services, including property, casualty, risk management, life and health, employee benefits, investment, and wealth management.Job SummaryWe are seeking an...

  • Tax Consultant

    1 month ago


    Troy, Michigan, United States Blumark Full time

    Blumark Financial Advisors and Blumark Tax Advisors are seeking an experienced tax professional to join their team. As a Tax Advisor, you will have the opportunity to work closely with clients, providing tax consultation and advice to help them achieve their financial goals. The ideal candidate will have a strong background in tax law and excellent...

  • Senior Tax Consultant

    4 weeks ago


    Troy, Michigan, United States Blumark Full time

    Join Our Team as a Tax AdvisorWe are seeking an experienced Tax Advisor to join our team at Blumark Financial Advisors and Blumark Tax Advisors. As a Tax Advisor, you will play a key role in providing tax consultation, advice, and client-focused strategies to our clients.Responsibilities:Manage client practices and provide expert tax adviceReview forecasts...

  • Tax Consultant

    2 hours ago


    Troy, Michigan, United States Blumark Full time

    Blumark Tax Advisor OpportunityWe are seeking an experienced Tax Advisor to join our team at Blumark Financial Advisors and Blumark Tax Advisors. This role offers a unique opportunity to grow and develop a career in tax consultation, advice, and client-focused strategies.Key Responsibilities:Manage a portfolio of 200 to 300 clients, providing expert tax...


  • Troy, Michigan, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to lead our engineering projects in New York City. As a key member of our team, you will be responsible for managing multiple projects simultaneously, ensuring timely completion, and maintaining high-quality results.Key ResponsibilitiesLead multi-disciplinary teams of engineers, designers,...