Wealth Management Associate Advisor

About Us

HUB International is a leading advisory and consulting firm dedicated to providing personalized financial solutions to individuals, families, and businesses. Our firm values a client-first approach, continuous growth, and financial education as the foundation of long-term success. We are seeking a dynamic and growth-oriented Wealth Management Associate Advisor to join our team and drive client acquisition while delivering high-quality financial guidance.

Position Overview

As a Wealth Management Associate Advisor, you will be responsible for identifying and acquiring new clients, educating retirement plan participants on their investment options, and delivering comprehensive financial strategies tailored to each client’s needs. This role is ideal for a results-driven professional with a passion for client relationships, financial education, and business growth.

Key Responsibilities

• Client Acquisition & Business Development
• Proactively source and cultivate new client relationships through networking, referrals, and strategic prospecting.
• Develop and implement growth strategies to expand the firm’s client base and assets under management (AUM).
• Maintain a strong presence in the community to enhance brand recognition and attract potential clients.
• Retirement Plan Education & Advisory
• Conduct educational seminars and one-on-one consultations to help retirement plan participants understand their options.
• Guide clients on retirement planning, investment strategies, and financial wellness.
• Collaborate with plan sponsors and HR teams to enhance employee engagement with retirement plans.
• Financial Planning & Investment Management
• Assess clients' financial goals, risk tolerance, and investment objectives to create tailored wealth management strategies.
• Provide expert advice on retirement planning, estate planning, tax-efficient investing, and risk management.
• Stay up to date with market trends, investment products, and regulatory changes.
• Client Relationship Management
• Build long-term client relationships by providing consistent, high-touch service and ongoing portfolio reviews.
• Act as a trusted advisor by delivering personalized, proactive financial guidance.
• Collaborate with internal teams to ensure seamless client experience and service excellence.

Qualifications

• 2-5 years of experience
• FINRA Series 65 licenses preferred or willingness to obtain within 60 days of hire.
• Proven experience in wealth management, financial advising, or investment sales.
• Strong business development skills with a track record of acquiring and growing client relationships.
• Excellent communication and presentation skills, particularly in educating retirement plan participants.
• Entrepreneurial mindset with a passion for professional growth and business expansion.

About HUB

The position will begin as a base salary of $70-80k and will also be commission eligible. Over time, as you establish your book of business, this will be a commission-only position. Comprehensive benefits package, including health insurance, retirement plan, and professional development support. A collaborative and client-focused work environment. The opportunity to make a significant impact on clients’ financial futures while advancing your career in a growth-oriented firm.

What We Offer

• Base salary of $70-80k with potential for commission.
• Comprehensive benefits package, including health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays.
• Ineligible annual bonuses, equity and commissions may be available for some positions.
• This is a hybrid role, requiring three days per week in the office.

Department Account Management & Service Required Experience

• 2-5 years of relevant experience

Required Travel

• No Travel Required

Required Education

• High school or equivalent

What We Offer

• The expected salary range for this position is $70,000.00 to $80,000.00 * and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
• HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays.
• In addition, eligible annual bonuses, equity and commissions may be available for some positions.
• This is a hybrid role, requiring three days per week in the office.

Posting End Date

July 31, 2026. This may change depending on the volume of applicants.

EEO Statement

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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.