Senior Wealth Advisor

HUB International; Dallas (TX); Hybrid; USD 216,000 - 264,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) plus match

Company Paid STD

Life Insurance

Parental leave

Unlimited PTO

Hybrid schedule

Local travel to clients

Job summary

HUB International is seeking a Senior Wealth Advisor in the Dallas area to partner with referral networks and prospective clients. You will develop comprehensive wealth plans aligned with client goals, leading the wealth planning process and coordinating with HUB Investment Partners and partner firms.

Bring 7+ years in financial services, a business degree, and securities licensing (Series 65 or CFP). This role offers a hybrid schedule, generous benefits, and opportunities to grow professionally

Qualifications

• 7+ years of experience in the financial services industry.
• Bachelor’s degree in business or related field from an accredited college or university.
• Series 65, or CFP certification required.

Responsibilities

• Communicate the firm’s resources, value proposition, solutions and services to referral partners.
• 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 offices and at 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.
• Commitment to advanced continuing education and team development.
• Train and mentor associates across the wealth advisory team.
• Leverage community relations to generate leads and introductions.

Skills

Interpersonal skills

Communication skills

Written communication

Presentation skills

Relationship management

Sales ability

Problem-solving

Negotiation

Persuasion

Client relationship building

Education

Bachelor's degree in business or related field

Series 65 or CFP

Tools

eMoney

MoneyGuide Pro

Job description

Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type: Full-Time

About Us

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 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

• $240,000 per year (1-year 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 clients

Additional Information

• Department Sales Required Experience: 7-10 years of relevant experience
• Required Travel: Up to 50%
• Required Education: Bachelor's degree (4-year degree)
• E-Verify Program

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.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.