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Associate Advisor at Hub International - ApplyBlast

Associate Advisor

Hub International

4 months ago

3.7 on Glassdoor

Austin, TX

Hybrid

Full Time

Junior

1 applicant

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About this role

An Associate Wealth Advisor at HUB partners with the wealth management team to create comprehensive financial strategies aligned with high-net-worth clients' goals and values. The role involves conducting research and analysis to prepare customized investment plans while building meaningful long-term client relationships.

Responsibilities

Deliver comprehensive wealth management advice to high-net-worth clients
Prepare customized financial plans and investment portfolios
Build and retain meaningful long-term client relationships
Participate in sales processes to acquire new clients
Conduct research and analysis for potential client solutions

Skills

Qualifications

Bachelor's degree in Finance or related fieldCFP designationSeries 65 license

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

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HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.