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The Associate Advisor works with the wealth management team to deliver comprehensive financial plans for high net worth clients. Responsibilities include preparing customized financial portfolios, conducting research, supporting client relationships, and aiding in acquiring new clients through effective teamwork.

The Senior Talent Acquisition Specialist at HUB International will manage the end-to-end recruitment process for assigned openings in the Wisconsin market. This role involves strategic recruiting, diversity sourcing, and creating talent pipelines for current and future hiring needs.

Processing surplus lines tax transactions, filing tax reports, reconciling discrepancies, updating internal systems, assisting with audits, ensuring compliance guidelines, and other related duties.

As a Partner Success Manager, you will cultivate relationships with external strategic partners to ensure program success and maximize value from HUB's capabilities. Responsibilities include tech integration, program optimization, lead generation, and being the face of the relationship with strategic partners. Success is measured by achieving lead metrics and increasing partner productivity. The ideal candidate is a problem solver with strong business acumen and communication skills.

The Business Development Coordinator will assist in marketing campaigns, market research, event planning, and administrative tasks. This role requires organizational skills, creativity, and teamwork.

The Senior Wealth Advisor will work with referral partners and clients to generate business, create wealth plans and financial strategies. Responsibilities include conducting client meetings, training associates, and effectively communicating investment solutions. The advisor is expected to leverage community relations for lead generation and develop professional relationships with clients and partners.

The Surplus Lines Coordinator will process surplus lines tax transactions, assist in filing tax reports, reconcile and correct discrepancies, update internal systems, and support compliance audits. The role requires strong attention to detail and the ability to work independently in a fast-paced environment.