Undergraduate Investment Advisor

4 weeks ago


Greensboro, North Carolina, United States HUB International Full time

About HUB International:

HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

With over 14,000 employees in 500+ offices throughout North America, HUB has grown significantly, driven by its industry-leading success in Mergers and Acquisitions.

HUB is committed to investing in the future of its employees, offering a comprehensive benefits package, including medical, dental, and vision insurance, as well as voluntary insurance options and a generous PTO package.

This role focuses on building and managing relationships with organizations to maintain client retention and satisfaction, while also maintaining technical expertise in the investment industry.

Key responsibilities include:

  • Monitoring qualified plan investment products, mutual funds, and new investment strategies
  • Evaluating managers and providing recommendations to clients
  • Conducting fiduciary review meetings with clients to evaluate portfolios and provide guidance
  • Planning communication strategies for clients and directing the preparation of communication materials
  • Conducting employee education and enrollment processes to ensure employee retirement readiness and plan outcomes

Requirements include a Bachelor's degree and 7-10 years of experience in the qualified plan retirement investment industry, as well as knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program.

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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