Financial Consultant and Wealth Strategist

2 weeks ago


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

About the Company

Become a part of HUB International, a collective of innovators committed to safeguarding businesses and individuals within our communities. We deliver customized solutions to assess and manage risks, all while maintaining a global reach paired with a local office atmosphere. As the 5th largest global insurance and employee benefits broker, we offer a diverse array of products and services to clients across North America.

What You'll Receive

At HUB International, we emphasize your work-life balance and overall well-being. Our comprehensive benefits package is designed to support your health, wellness, and financial future, while promoting your personal growth and providing numerous career advancement opportunities.

Benefits of Joining HUB International Midwest-East

  • Options for Medical, Dental, and Vision coverage
  • Wellness initiatives
  • 401(k) Retirement Plan
  • Life and Disability insurance
  • Pet Insurance
  • Incentive opportunities
  • Thorough Onboarding and Development Programs
  • Flexible Work Arrangements
  • Employee Engagement Activities

Your Responsibilities

We invite you to take on the role of Education Consultant and Wealth Strategist, concentrating on acquiring new clients and offering financial guidance to retirement plan participants and their families to ensure favorable financial outcomes for everyone involved.

Key Responsibilities:

  • Establish and nurture robust client relationships
  • Deliver financial education and guidance
  • Support retirement planning and individual financial strategies
  • Collaborate with various partners to enhance educational offerings
  • Engage in marketing initiatives and events
  • Assist with benefits fairs and retirement seminars
  • Provide ongoing legislative and regulatory updates to clients
  • Facilitate communication between clients and internal teams
  • Contribute to leadership strategy discussions

Required Qualifications

  • At least 2 years of relevant experience
  • Bachelor's degree or equivalent
  • Series 63 or 65 OR Series 66 certification within 90 days of hire
  • Willingness to travel as necessary

The Ideal Candidate

  • Exhibits a strong enthusiasm for teamwork
  • Demonstrates drive and initiative
  • Possesses exceptional communication skills
  • Is comfortable with technology and eager to learn new tools
  • Displays sound judgment and accountability

Tools & Technology

  • Pension Pal (CRM)
  • Redtail (client management software)
  • Laserfiche (document storage)
  • Microsoft Office Suite
  • Adaptable to changing technologies


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