Associate Advisor

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success.

We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

As an 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.

• 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

• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience

• Bachelor’s degree (degrees in finance or related field are a plus) CFP designation or Series 65 required withing 180 days

• 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, Money Guide 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

• $80,000.00 salary
• Yearly Discretionary bonus up to $20,000
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career.

Benefits and programs vary based on employment status, role, location, and applicable eligibility…