Retirement Plan Advisor

About the role

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

Requirements

• Bachelor’s degree preferred
• 7-10 years’ experience in qualified plan retirement investment industry
• Maintained a Series 6 or 7, and 63 or 65 license
• Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program
• Well-organized and a self-starter to handle multiple task assignments and projects with critical deadlines
• Skill in operating personal computer and various office machines
• Knowledge of basic accounting principles
• Strong knowledge and understanding of qualified plan and investments products
• Good written and verbal communication skills
• Thorough, detailed oriented and responsible for working with confidential information

Qualifications

Department Account Management & Service Required Experience: 7-10 years of relevant experience
Required Travel: Up to 25%