Senior Retirement Advisor Consultant

Senior Retirement Advisor Consultant

Join HUB International, a company that invests in its people, celebrates its communities, and builds cultures where everyone belongs. We are proud to be recognized as one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were also recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's Best Internships for Insurance.

These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

HUB International helps individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

We currently have an opportunity for a Senior Retirement Advisor Consultant to join our RPW team in our Boston, MA office on a hybrid schedule.

The Retirement Plan Senior Advisor Consultant serves as lead advisor for a book of retirement plan business, with full accountability for implementation and execution of the consulting service model. This role requires expert-level knowledge, proven business development capabilities, and strong leadership skills. The Senior Advisor acts autonomously on most decisions, provides guidance on complex fiduciary matters, and applies experienced-based judgment to resolve sophisticated plan design and governance issues.

• 10 years of progressive experience in retirement plan consulting and fiduciary advisory
• In-depth knowledge of the retirement plan industry, products and services, and competitive landscape
• Proven track record managing complex, high-value plan relationships
• Demonstrated business development success with consistent new client acquisition
• Expert in fiduciary best practices, investment due diligence, and plan governance
• Excellent executive presence with strong communication, presentation, and negotiation skills
• Proficient in Microsoft Office Suite

• Serve as lead advisor for an assigned book of retirement plan business
• Drive implementation and execution of the firm's retirement plan consulting service model
• Build relationships with HR executives, CFOs, and board-level decision-makers at plan sponsor organizations
• Lead complex fiduciary discussions including investment policy development, fee benchmarking, and governance structures
• Advise on sophisticated plan design including cash balance plans, nonqualified deferred compensation, and executive benefits
• Use experienced-based judgment to resolve service and policy issues requiring nuanced analysis
• Drive business development through strategic COI relationships, thought leadership, and targeted prospecting
• Lead finalist presentations and RFP responses for prospective clients
• Collaborate with client service teams, education specialists, and investment analysts to deliver integrated solutions
• Represent the firm in industry forums, conferences, and professional associations
• Ensure all advice meets the highest fiduciary and regulatory standards

• Bachelor's degree required
• FINRA Series 6, 63, and 65 licenses required
• 10+ years of relationship management or client service experience, preferably within the retirement/401(k) industry
• AIF (Accredited Investment Fiduciary) credential preferred
• Additional credentials highly valued: CPFA, QPA, CFA, or CFP

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and…