Senior Wealth Advisor

About Us :

HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs

Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.

Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates' offices and at various regional events.

Engage and communicate prospective client needs to the firm's wealth advisory and partner firms

Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives

Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals

Commitment to advanced continuing education and team development at all levels

Train and mentor associates across the wealth advisory team

Leverage community relations and development centers of influence to generate leads and facilitate introductions

Qualifications

Bachelor's degree in business or other related field from an accredited college or university

7+ years' experience in the financial services industry

Series 65, or CFP required

Skills and Knowledge

Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

Depth of experience working with high net worth or ultra-high net worth clients

Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)

Highly effective interpersonal, relationship management, and communication skills

Proven success selling business to new and existing clients

Demonstrated knowledge and facilitation of sales cycle / process

Problem-solving, negotiation and persuasive skills

Effective written communication skills with ability to adapt to different audiences

Effective presentation communication skills with ability to address individuals and groups in formal and informal settings

Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Department Sales

Required Experience : 5-7 years of relevant experience

Required Travel : Negligible

Required Education : Bachelor's degree (4-year degree)

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 local, state or federal laws, rules or regulations.

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