Retirement Plan & Wealth Management Investment Advisor

Hub International(1 month ago)

HybridFull TimeMedior$96,966 - $128,468 (estimated)Account Management & Service

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.

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Required Skills

Retirement Education
Client Meetings
Portfolio Management
Financial Planning
Investment Analysis
Trade Execution
Communication
Organization
Teamwork
Deadline Management

+1 more

Qualifications

Bachelor's Degree
FINRA Series 65
FINRA Series 66

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.

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