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Director, Retirement Plan Services at Hub International - ApplyBlast

Director, Retirement Plan Services

Hub International

3 months ago

3.7 on Glassdoor

Newport Beach, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A Retirement Plan & Wealth Management Advisor at HUB advises businesses and individuals on retirement planning and wealth management solutions. The role involves servicing a block of clients, coordinating meetings, creating education strategies, and providing guidance on investment options and account management. Success in this position requires strong organizational skills, proactive communication, and a deep understanding of financial products and broker/dealer operations.

Responsibilities

Service and maintain a block of retirement plan clients
Meet with retirement plan committees to review investments and compliance
Create retirement plan education strategies including webinars and newsletters
Provide guidance to participants regarding account options and rollovers
Ensure high levels of customer service and satisfaction

Skills

Qualifications

Bachelor's degree in finance or accountingSeries 6 licenseSeries 63 licenseSeries 65 or 66 license (preferred)

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

View Profile

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