About Us:

HUB is the 5th largest 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. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions

As 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.  

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  

Qualifications 

Bachelor’s degree (degrees in finance or related field are a plus) 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience  CFP designation or Series 65 required

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  

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Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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