Senior Investment Associate
Hub International(1 month ago)
About this role
A Senior Investment Associate on the Wealth Management team supporting senior advisor partners in the management of a $4B book of business. The role focuses on delivering high-quality client experiences through investment support, operational coordination, and client-facing engagement. It collaborates across advisors, operations, and custodial partners to maintain portfolio and service standards.
Required Skills
- Investment Research
- Trading
- Client Advisory
- Portfolio Construction
- Rebalancing
- Tax Awareness
- Excel
- PowerPoint
- Custodial Platforms
- CRM
+2 more
Qualifications
- Bachelor's Degree
- Series 65
- CFA
- CFP
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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