Retirement Plan Consultant Advisor
Hub International(1 month ago)
About this role
A Retirement Plan Consulting Advisor at HUB International manages and grows a book of retirement plan clients within the Retirement & Private Wealth team. The role supports employer-sponsored retirement plans by providing investment advice, client education, and coordinating third-party providers while ensuring compliance with RIA procedures. This position is based in the Pittsburgh office with hybrid work flexibility and some travel.
Required Skills
- Relationship Management
- Client Reports
- Investment Advice
- Fund Selection
- Third-Party Oversight
- ERISA Guidance
- Client Onboarding
- Participant Education
- Sales
- Communication
Qualifications
- Bachelor's Degree
- Series 65
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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