Senior Wealth Advisor — High-Net-Worth Planning

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

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