Hub International Insurance

Hub International Insurance

Wealth Advisor & Education Consultant

Indianapolis, IN

Sponsorship not specifiedDetected 5 days ago
AccessibilityCRMAccount ManagementBusiness DevelopmentTaxCommunicationCollaborationMentoringPublic SpeakingMicrosoft OfficeCFA

About the role

  • We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities.
  • We provide opportunities for career-driven individuals to move upward in our organization.
  • This role can function independently with a personal book of business or work collaboratively with a more experienced advisor on larger, complex relationships.

Responsibilities

  • The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services.
  • Manage existing client relationships as primary advisor, independently or in collaboration with senior advisors
  • Actively prospect and develop new wealth management client relationships
  • Lead client meetings, track correspondence, and present planning recommendations with clarity and confidence
  • Develop and present investment policy statements and asset allocation recommendations
  • Maintain thorough documentation of client meetings, decisions, and recommendations in CRM

Requirements

  • Required Travel:
  • Bachelor's degree in business, finance, economics, or related field required
  • Series 65 required
  • 4-7 years of experience in financial planning and wealth management
  • Proficiency with financial planning software, portfolio management systems, and CRM platforms
  • Excellent communication skills with ability to explain complex concepts in accessible terms
  • Education
  • Licenses & Credentials
  • if associated with a Broker-Dealer: SIE, Series 7, and Series 66
  • Experience
  • Demonstrated competency in financial planning, client service, compliance, relationship management, and coaching
  • Proven ability to manage client relationships independently with high satisfaction
  • Strong knowledge of investment strategies, tax planning, retirement planning, and estate planning
  • Experience preparing and presenting comprehensive financial plans
  • Track record of building trusted, long-term advisor relationships with clients

Nice to have

  • Financial planning designations a plus - such as CFP®, CFA, ChFC, CIMA, CASL®, AIF®, or equivalent

Skills

  • Exhibits exceptional verbal and written communication skills, fostering meaningful connections and trust

Benefits

  • At HUB International, we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future.
  • HUB International will foster your learning, support your endeavors, and encourage your growth.
  • Prepare and implement comprehensive financial plans addressing wealth accumulation, retirement, tax, estate, and risk management
  • Provide financial education and advice to help retirement plan participants make informed decisions about retirement savings and overall financial wellbeing

Company info

  • At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
  • HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
  • At HUB International, we are a team of entrepreneurs.
  • We help businesses evaluate their risks and develop solutions tailored to their needs.
  • We believe in empowering our employees.
  • As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.
  • Our structure enables our teams to maintain their own unique, regional culture.
  • HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
  • With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Equal opportunity

  • This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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This listing is sourced directly from Hub International Insurance's careers page and normalized into a canonical job model.