Associate Advisor

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Job purpose:

As an Associate Wealth Advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.  
 

Duties and responsibilities:

• Work with your wealth advisor team to provide comprehensive wealth management advice to high-net-worth clients  
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions   
• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items  
• Critical in supporting, retaining and building meaningful client relationships   
• Participate in the sales process in partnership with team to build new client relationships    
• Actively develop skills in various software programs for investment and financial planning  

Work Experience:

• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience  

Education/Licensing:

• Bachelor’s degree (degrees in finance or related field are a plus) 
• CFP designation or Series 65 required withing 180 days

Skills & Knowledge   

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning  
• Previous experience with high net worth or ultra-high net worth clients/families is preferred  
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro, Right Capital etc)   
• Highly effective interpersonal, relationship management and communication skills  
• Strong attention to detail   Excellent organizational and time management skills in a high-energy environment to manage multiple priorities  

Featured Benefits:

• Medical insurance (HSA Match), Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, parental leave, and many other ancillary lines to choose from. 
• Compensation: $75,000 salary plus 10% commission on block of business

Travel:

• Local travel to client when needed

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity 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.

E-Verify Program

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 recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.