Hubinternational

Hubinternational

Senior Wealth Advisor

Dallas, TX · Senior · Full-time

Sponsorship not specified$30k-$40kDetected 2 days ago
AccessibilitySalesLead GenerationNegotiationCommunicationCollaborationProblem SolvingPublic Speaking

About the role

  • We serve, inspire, and thrive while maintaining an entrepreneurial spirit.
  • The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
  • Come learn and grow with a team that has a consistent year over year growth of 30-40%.

Responsibilities

  • Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
  • Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates' offices and at various regional events.
  • Engage and communicate prospective client needs to the firm's wealth advisory and partner firms
  • Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Leverage community relations and development centers of influence to generate leads and facilitate introductions
  • We lead our communities with integrity, driven to make things better, both now and in the future.
  • We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Requirements

  • 7-10 years of relevant experience
  • Required Travel: Up to 50%
  • Bachelor's degree in business or other related field from an accredited college or university.
  • Series 65, or CFP required
  • Bachelor's degree (4-year degree)
  • Required Experience: 7-10 years of relevant experience

Skills

  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
  • Highly effective interpersonal, relationship management, and communication skills
  • Proven success selling business to new and existing clients
  • Demonstrated knowledge and facilitation of sales cycle/process
  • Problem-solving, negotiation and persuasive skills
  • Effective written communication skills with ability to adapt to different audiences
  • Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
  • Enjoy team collaboration
  • Thrive in a healthy company culture that recognizes success
  • Want to learn and grow your current skill set

Compensation

  • $240,000 per year (1-year draw)

Benefits

  • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Required Education: Bachelor's degree (4-year degree)
  • Commitment to advanced continuing education and team development at all levels
  • Education/Licensing:

Company info

  • HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
  • About HUB Retirement & Private Wealth (RPW):
  • We are the perfect fit if you:
  • Are seeking a progressive work environment at a rapidly growing organization
  • Have a desire to help others protect their future
  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
  • Are focused on learning and development to enhance your industry knowledge and expertise
  • Are a self-starter willing to invest time and energy to learn the technical aspects of our business
  • Believe in integrity and building success by developing relationships with others
  • Job purpose:
  • As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs.
  • Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values.
  • Duties and responsibilities:
  • Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs
  • Train and mentor associates across the wealth advisory team

Equal opportunity

  • This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Apply directly at Hubinternational →Create a free account for alerts like thisView Hubinternational immigration profile

This listing is sourced directly from Hubinternational's careers page and normalized into a canonical job model.