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Sr. Wealth Advisor at Hub International - ApplyBlast

Sr. Wealth Advisor

Hub International

3 months ago

3.7 on Glassdoor

Dallas, Texas, United States

Hybrid

Full Time

Senior

1 applicant

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About this role

The Senior Wealth Advisor will work with referral partners and prospective clients to develop comprehensive wealth plans and generate new business opportunities. The role involves presenting investment services, leading client meetings throughout the wealth planning cycle, and mentoring associates while driving growth in a high‑net‑worth client environment.

Responsibilities

Develop comprehensive wealth plans for high net worth clients
Generate new business through referral partner programs
Conduct presentations of investment services to referral partners
Lead client meetings throughout the wealth planning cycle
Mentor and train associates across the wealth advisory team

Skills

Qualifications

Bachelor's degree in BusinessSeries 65CFP

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.