Director, Retirement Plan Services

IGNITE YOUR PASSION * IMPACT WHAT MATTERS 

 WHO WE ARE.

HUB is a 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, part due to our industry leading success in mergers and acquisitions.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration and service. We are committed to the highest Ethics, Competency, Customer Service, and are providing our valued clients with the best and most competent professional team.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  We welcome ALL candidates and are proud of our wonderfully diverse employee population.

WE’LL TAKE CARE OF YOU.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals.  Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!

POSITION OVERVIEW:

As a Retirement Plan & Wealth Management Advisor you will spend your day focused on servicing and maintaining your block of retirement plan clients.  This will include daily responding to emails or proactively coordinating meetings and being a support to them.  You will be given a block of clients to manage in either a shared capacity with an existing advisor, or in a stand-alone capacity where you are their primary point of contact. Most of your investment review and committee meetings with either be quarterly or semi-annually. You will also work with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized, responsive, proactive, knowledgeable, self-motivated, and dedicated to excellence.

Duties and Responsibilities

• Service and maintain a block of retirement plan clients
• Meet with retirement plan committees to review investments, fees, fiduciary responsibilities, plan design, and general compliance
• Provide employee education support for clients and with existing team members as needed.
• Create retirement plan education strategies for plan sponsors which include webinars and newsletters.
• Provide guidance to participants regarding their retirement plan accounts (general guidance, instructions for updating investments/contributions, discussing options for rollovers, distributions, etc.)
• Participate in day-to-day communication with clients and participants proactively.
• Ensure the highest level of customer service and satisfaction.
• Contribute to various team meetings.
• Contribute to a positive workplace environment.
• Perform other related duties as requested by clients or managers.

Preferred Knowledge and Skills

• Bachelor’s degree
• FINRA Series 65 or 66 license
• 5+ years of relevant financial services industry experience and experience in retirement plan committee setting
• Comprehensive retirement industry and investment knowledge
• Experience working with 401(k), 403(b), defined benefit, cash balance, nonqualified plans
• Experience working with various 401(k) recordkeepers and asset managers
• Excellent communication skills, both oral and written
• Detail orientated and superior organizational skills
• Deadline driven
• Team player with the ability to collaborate with others

*The expected annual salary for this position is $120,000 to $170,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB