Wealth Management Associate Advisor

About the Company

HUB International is a leading advisory and consulting firm dedicated to providing personalized financial solutions to individuals, families, and businesses. The firm values a client‑first approach, continuous growth, and financial education as the foundation of long‑term success.

As a Wealth Management Associate Advisor, you will identify and acquire new clients, educate retirement plan participants on their investment options, and deliver 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.

• 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.
• 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.
• 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.
• 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.

• 2‑5 years of experience in wealth management, financial advising, or investment sales.
• FINRA Series
  65 licenses preferred or willingness to obtain within 60 days of hire.
• Proven experience in business development with a track record of acquiring and growing client relationships.
• Excellent communication and presentation skills, particularly in educating retirement plan participants.
• Strong business development skills with an entrepreneurial mindset and a passion for professional growth.
• High school or equivalent education.
• No travel required.

• Base salary of $70,000‑$80,000 with commission eligibility; over time, position may become commission‑only.
• Comprehensive benefits package including health insurance, retirement plan, and professional development support.
• Hybrid work arrangement: three days per week in the office.
• Competitive and flexible benefits options such as health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid‑time‑off, and potential annual bonuses, equity, and commissions.
• Opportunity to make a significant impact on clients’ financial futures while advancing your career in a growth‑oriented firm.

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 applicable laws.