Wealth Advisor & Education Consultant @ Hubinternational

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Who We Are

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 21,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

What We Offer You

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunities!

Benefits you may enjoy working at HUB International Midwest-East:

• Medical, Dental, and Vision (PPO and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards

Here’s Where You Come In

The Wealth Advisor & Education Consultant 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.

Wealth Management Key Responsibilities

• 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

Education & Engagement Key Responsibilities

• 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.

Cultural Expectations

• Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
• Ownership – Responsible to each other, our clients, and our goals.
• Teamwork – Together we attain greater success.
• Sincerity – Giving and receiving direct and caring communication

Qualifications

Education

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

Licenses & Credentials

• 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

Experience

• 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 preparing and presenting comprehensive financial plans
• Track record of building trusted, long-term advisor relationships with clients
• Proficiency with financial planning software, portfolio management systems, and CRM platforms
• Excellent communication skills with ability to explain complex concepts in accessible terms
• Growing business development capabilities including networking and relationship building
• Regional travel required

Our Ideal Candidate

• Demonstrates an unwavering passion for collaborating with individuals, delivering practical guidance, and consistently exceeding service expectations
• Embodies self-motivation and proactive initiative — consistently goes above and beyond to accomplish tasks and achieve objectives
• Exhibits exceptional verbal and written communication skills, fostering meaningful connections and trust
• Embraces technology with confidence; proficient in Microsoft Office Suite and eager to adopt new tools including our CRM and specialized software
• Exercises impeccable judgment, operates with urgency in fast-paced environments, and meets deadlines with precision
• Holds themselves accountable, taking full ownership of responsibilities and delivering outcomes with integrity and seamless follow-through
• Values diverse perspectives and builds consensus and understanding across teams and client relationships

Tools & Technology

• Pension Pal – Customer Relationship Management (CRM)
• Redtail – client management software
• Laserfiche – document storage
• Microsoft Outlook, Excel, Word and PowerPoint
• All new evolving and changing technology - Claude/Adobe/AI tools

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.