Retirement Plan & Wealth Management Investment Advisor
Hub International
About this role
The Retirement Plan & Wealth Management Advisor advises retirement plan participants and individual wealth clients on retirement savings, investment strategies, and financial objectives. The advisor manages an existing book of clients, conducts annual portfolio reviews, and supports transactional and ongoing client needs. The role also contributes to retirement plan education for plan sponsors through webinars, one-on-one meetings, and communications.
Skills
Qualifications
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
Recent company news
The Business JournalsGlobal insurance firm opens combined St. Louis office after acquiring 4 local agencies
1 day ago
Captive InternationalNew EB VP at HUB International
2 days ago
Business InsuranceTop insurance brokers, No. 6: Hub International Ltd.
Jun 26, 2025
PR NewswireHUB INTERNATIONAL ENHANCES COMMERCIAL AND PERSONAL INSURANCE CAPABILITIES WITH SCOTT HELD INSURANCE AGENCY, INC. IN CALIFORNIA
Jun 4, 2025
Insurance BusinessHub International lands $1.6 billion investment
May 12, 2025
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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View leadership team, funding history,
and employee contacts for Hub International.
Salary
$97k – $128k
per year