About this role
Retirement Plan Advisor at Hubinternational. Location: Charlotte or Raleigh. Role: building relationships, managing relationships, providing advice Requirements: Bachelor's preferred; 7+ years retirement plan experience; Series 6/7 and 63/65 required; knowledge of qualified plan investments and RPAG tool; strong communication and organizational skills. Category: Finance and Accounting Seniority: Senior Level Tools: RPAG Retirement Plan Fiduciary analysis tool Certifications: series 6, series 7, series 63, series 65 Commitment: Full Time Workplace: Hybrid Languages: English