Senior Wealth Advisor

About the role

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. HUB Retirement & Private Wealth (RPW) leads our communities with integrity, serving, inspiring, and thriving while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focusing on the tomorrows for all.

Duties and Responsibilities

• Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs
• Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs
• Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates’ offices and at various regional events
• Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms
• Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
• Commitment to advanced continuing education and team development at all levels
• Train and mentor associates across the wealth advisory team
• Leverage community relations and development centers of influence to generate leads and facilitate introductions

Qualifications

• 7+ years’ experience in the financial services industry
• Bachelor’s degree in business or other related field from an accredited college or university
• Series 65, or CFP required

Skills

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
• Highly effective interpersonal, relationship management, and communication skills
• Proven success selling business to new and existing clients
• Demonstrated knowledge and facilitation of sales cycle/process
• Problem-solving, negotiation and persuasive skills
• Effective written communication skills with ability to adapt to different audiences
• Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
• Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Benefits

$200,000 per year (2-year forgivable draw), Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave, Unlimted PTO, Hybrid schedule, Travel Local travel to clients

Pay

$200,000 per year (2-year forgivable draw)

Schedule

Hybrid