Wealth Management Associate Advisor

About Us: 

HUB International is a leading advisory and consulting firm dedicated to providing personalized financial solutions to individuals, families, and businesses. Our firm values a client-first approach, continuous growth, and financial education as the foundation of long-term success. We are seeking a dynamic and growth-oriented Wealth Management Associate Advisor to join our team and drive client acquisition while delivering high-quality financial guidance. 

Position Overview: 

As a Wealth Management Associate Advisor, you will be responsible for identifying and acquiring new clients, educating retirement plan participants on their investment options, and delivering comprehensive financial strategies tailored to each client’s needs. This role is ideal for a results-driven professional with a passion for client relationships, financial education, and business growth. 

Key Responsibilities: 

• Client Acquisition & Business Development 

• Proactively source and cultivate new client relationships through networking, referrals, and strategic prospecting. 

• Develop and implement growth strategies to expand the firm’s client base and assets under management (AUM). 

• Maintain a strong presence in the community to enhance brand recognition and attract potential clients. 
    

• Retirement Plan Education & Advisory 

• Conduct educational seminars and one-on-one consultations to help retirement plan participants understand their options. 

• Guide clients on retirement planning, investment strategies, and financial wellness. 

• Collaborate with plan sponsors and HR teams to enhance employee engagement with retirement plans. 
    

• Financial Planning & Investment Management 

• Assess clients' financial goals, risk tolerance, and investment objectives to create tailored wealth management strategies. 

• Provide expert advice on retirement planning, estate planning, tax-efficient investing, and risk management. 

• Stay up to date with market trends, investment products, and regulatory changes. 
    

• Client Relationship Management 

• Build long-term client relationships by providing consistent, high-touch service and ongoing portfolio reviews. 

• Act as a trusted advisor by delivering personalized, proactive financial guidance. 

• Collaborate with internal teams to ensure seamless client experience and service excellence. 
    

Qualifications: 

• 2-5 years of experience 

• FINRA Series 65 licenses preferred or willingness to obtain within 60 days of hire. 

• Proven experience in wealth management, financial advising, or investment sales.