Wealth Advisor & Education Consultant

Wealth Advisor

At HUB International, 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.

Our structure enables our teams to maintain their own unique, regional culture.

HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services. This role can function independently with a personal book of business or work collaboratively with a more experienced advisor on larger, complex relationships. The Wealth Advisor demonstrates full competency in financial planning, client service, compliance, and relationship management while demonstrating business development capabilities.

• Manage existing client relationships as primary advisor, independently or in collaboration with senior advisors
• Demonstrate consistent year-over-year AUM growth through new client acquisition and deepening existing relationships
• Actively prospect and develop new wealth management client relationships
• Prepare and implement comprehensive financial plans addressing wealth accumulation, retirement, tax, estate, and risk management
• Lead client meetings, track correspondence, and present planning recommendations with clarity and confidence
• Conduct regular portfolio reviews, rebalancing, and investment allocation adjustments aligned with client goals
• Proactively identify changes in client circumstances and recommend adjustments to financial strategies
• Develop and present investment policy statements and asset allocation recommendations
• Coordinate with estate planning attorneys, CPAs, and other professionals on behalf of clients
• Ensure all client interactions and recommendations comply with fiduciary standards and firm policies
• Maintain thorough documentation of client meetings, decisions, and recommendations in CRM
• Participate in business development activities including client referrals and networking events
• Stay current on tax law changes, investment products, and financial planning best practices

• Provide financial education and advice to help retirement plan participants make informed decisions about retirement savings and overall financial wellbeing
• Educate employees on their full retirement picture:
  Social Security, pension plans, employer plans (401(k), 403(b), etc.), and individual savings (IRA, 529, non-qualified investments, and more)
• Deliver programming through one-on-one meetings, webinars, workshops, group sessions, and newsletters
• Assist with benefits fairs, open enrollments, retirement seminars, and employer-hosted appointments
• Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience
• Track meeting activity

• Bachelor's degree in business, finance, economics, or related field required

• Series 65 required; if associated with a Broker-Dealer: SIE, Series 7, and Series 66
• Financial planning designations a plus — such as CFP®, CFA, ChFC, CIMA, CASL®, AIF®, or equivalent

• 4–7 years of experience in financial planning and wealth management
• Demonstrated competency in financial planning, client service, compliance, relationship management, and coaching
• Proven ability to manage client relationships independently with high satisfaction
• Strong knowledge of investment strategies, tax planning, retirement planning, and estate planning
• Experience…