Director, Retirement Plan Services
Hub International(1 month ago)
About this role
A Retirement Plan & Wealth Management Advisor at HUB provides advisory services for retirement plan clients and supports plan sponsors and participants with investment and retirement strategies. The role focuses on managing a client block, developing education programs, and acting as a primary point of contact to ensure client satisfaction and plan governance. The position sits within HUB’s financial services operations serving institutional and individual retirement needs.
Required Skills
- Client Service
- Retirement Plans
- Investment Review
- Fiduciary Advice
- Participant Education
- Plan Design
- Compliance
- Communication
- Organization
- Teamwork
Qualifications
- Bachelor's Degree
- FINRA Series 65
- FINRA Series 66
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
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