Hub International

Director, Retirement Plan Services

Hub International

2 months ago
Newport Beach, CA
Hybrid
Full Time
Senior
1 applicant
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Hub International
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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.

Skills

Qualifications

Bachelor's DegreeFINRA Series 65FINRA Series 66
Hub International

About Hub International

hubinternational.com

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

About Hub International

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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