Senior Wealth Advisor

HUB International; Austin (TX); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Unlimited PTO

Company paid STD and life insurance

Job summary

A leading global insurance broker is seeking a Senior Wealth Advisor in Austin, TX. This hybrid role focuses on generating leads and developing comprehensive wealth plans for high net worth clients. Ideal candidates will have over 7 years in financial services and a Bachelor’s degree. The position offers a competitive compensation package of $200,000 per year, unlimited PTO, and extensive benefits including medical, dental, and insurance. Join a team that values integrity and growth.

Qualifications

• 7+ years of experience in the financial services industry.
• Depth of experience working with high net worth clients.
• Effective communication skills for different audiences.

Responsibilities

• Generate new business opportunities through lead generation.
• Conduct presentations of HUB Investment Partners services.
• Train and mentor associates across the wealth advisory team.

Skills

Wealth management experience

Interpersonal skills

Negotiation skills

Financial planning knowledge

Education

Bachelor's degree in business or related field

Series 65 or CFP

Tools

eMoney

MoneyGuide Pro

Job description

Senior Wealth Advisor page is loaded## Senior Wealth Advisorremote type: Hybrid Workinglocations: Austin, TXtime type: Full timeposted on: Publicado hoyjob requisition id: R0035063**Job Title:** Sr. Wealth Advisor**Compensation:** $200,000 per year (2-year forgivable draw)**Location:** Hybrid-Austin, Texas **Department:** Private Wealth Sales **Reports To:** Vice President Private Wealth Sales Management **Job Type:** Full-TimeHUB 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 lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.**We are the perfect fit if you:*** Enjoy team collaboration* Thrive in a healthy company culture that recognizes success* Want to learn and grow your current skill set* 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. 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%. **Duties and responsibilities:*** Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs* 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* Commitment to advanced continuing education and team development at all levels* Train and mentor associates across the wealth advisory team* Leverage community relations and development centers of influence to generate leads and facilitate introductions**Work experience:*** 7+ years’ experience in the financial services industry**Education/Licensing:*** Bachelor’s degree in business or other related field from an accredited college or university.* Series 65, or CFP required**Knowledge and 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* Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts**Featured Benefits:*** $200,000 per year (2-year forgivable draw)* Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave* Unlimited PTO* Hybrid schedule**Travel:**Local travel to clientsDepartment SalesRequired Experience: 7-10 years of relevant experienceRequired Travel: Up to 50%Required Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.