Wealth Management Associate Advisor

Wealth Management Associate Advisor

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.

What We Offer:

• 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.

About HUB:

HUB International is the 5th largest 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. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs.

We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Why Choose HUB?

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their…