Education Consultant and Wealth Advisor

Great opportunity to join our Retirement and Private Wealth Team!

** Are you a bright, outgoing, people-oriented person? If so, this is the career for you.*
* As an Education Consultant and Wealth Advisor **,
** you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have  
** continuous learning
** and  
** development opportunities
** to work towards your  
** career goals**  **.*
* ** Your job responsibilities as the Education Consultant and Wealth Advisor:*
* + Manage a strong Client relationship and provide exceptional service

+ Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing

+ Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer plans (401(k), 403(b), etc.), and individual savings plans (IRA, 529, Non-qualified investments, etc.)

+ Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions

+ Proactively engage with plan sponsors, advisors, client service team, and marketing to enhance the education experience for all plan participants

+ Actively engage in marketing activities, including speaking, writing, attending events, and maintaining an active social media presence

+ Assist employees with any retirement or financial needs.

+ Develop and manage private client relationships

+ Prepare and analyze financial planning documents such as goal projections, investment recommendations, debt pay-down strategies, etc.

+ Provide ongoing legislative and regulatory updates to clients and participants in preparation for reviews

+ Manage relationships with strategic partners and vendors.

+ Manage communication between the client and internal teams to support existing processes

+ Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer, utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming

+ Track meeting activity and wealth management lead pipeline for annual client reviews

*
* Qualifications:

*
* You are perfect for this opportunity if you have:

+ A bachelor's degree or equivalent from a four-year college or university is preferred.

+ Minimum of two years of experience in relationship management, preferably within the retirement industry.

+ An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications.

+ Series 63 or 65 or Series 66 license within 90 days of hire date.

+ Broad understanding of retirement benefits.

+ High integrity, good judgment skills, and commitment to doing the right thing for their clients.

+ Excellent verbal and written communication skills.

+ Team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment.

+ Strong communication, interpersonal, multi-tasking, and organizational skills.

+ Must be thorough, detail-oriented, and responsible for working with confidential information.

+ Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs.

+ Ability to function independently with minimal supervision.

+ Regional travel is required.

** We are the perfect fit if you:*
* + Are seeking a progressive work environment at a rapidly growing organization.

+ Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.

+ Are a self-starter willing to invest time and energy to learn the technical aspects of our business.

+ Believe in integrity and building success by developing relationships with others.

** What makes us different than all the rest?*
* ** Our Vision:
** To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

** Our Mission:
** To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

** Our Core Values:*
* +  
** Entrepreneurship:
** We encourage innovation and educated risk-taking.

+  
** Integrity:
** We do the right thing every time.

+  
** Teamwork:
** We work together to maximize results.

+  
** Accountability:
** We measure and take responsibility for outcomes.

+  
** Service:
** We serve customers, communities and colleagues.

** Why Choose HUB?*
* When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. To learn more about HUB visit our website:  ***
* *
* What we offer you:

*
* + Opportunity to learn from the expertise of your coworkers.

+ Growth- HUB is growing, and so can your career.

+ A…