Wealth Advisor & Education Consultant

5H2 Hub International Midwest Limited; Indianapolis (IN); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Retirement matching

Paid time off

Wellbeing program

Career growth

Job summary

HUB International is seeking an Education Consultant and Wealth Advisor to engage retirement plan participants and their families in holistic financial well-being. You will provide recommendations to drive positive financial outcomes while growing your personal wealth book.

You will educate employees on retirement plans, socialize planning options, and collaborate with sponsors, advisors, and marketing to enhance the education experience. Regional travel is required.

Qualifications

• 2+ years of experience in client services or financial education
• Strong communication and interpersonal skills
• Ability to educate employees on retirement and financial planning

Responsibilities

• Manage strong client relationships and provide exceptional service
• Provide financial education and advice on retirement savings and financial wellbeing
• Educate employees on retirement options (Social Security, pensions, 401(k), IRA, etc.)
• Prepare and analyze financial planning documents and investment recommendations
• Support plan sponsors and participants with education programs and events
• Develop and manage private client relationships and wealth planning strategies
• Coordinate with CRM and internal teams to deliver education programs and updates
• Participate in marketing activities and maintain an active presence in the community

Education

Bachelor's degree or equivalent Series 63 or 65 OR Series 66 within 90 days of hire

Tools

Pension Pal CRM

Redtail CRM

Laserfiche

MS Office

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Who We Are 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 19,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

What We Offer You 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. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunities!

Benefits you may enjoy working at HUB International Midwest-East:

• Medical, Dental, and Vision (PPO and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day
• Dress-Code Service Awards

Here’s Where You Come In As the Education Consultant and Wealth Advisor you will engage retirement plan participants and their families in holistic financial well-being providing recommendations that will help them drive positive financial outcomes while growing and maintaining your own book of personal wealth clients

Job Responsibilities:

• Manage a strong Client relationship and provide exceptional service
• Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing.
• Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer plans (401(k), 403(b), etc.), and individual savings plans (IRA, 529, Non-qualified investments, etc.).
• Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions
• Proactively engage with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
• Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence.
• Assist employees with any retirement or financial needs
• Develop and manage private client relationships
• Prepare and analyze financial planning documents such as goal projections, investment recommendations, debt pay down strategies, etc.
• Provide ongoing legislative and regulatory updates to Client and participants in preparation for reviews.
• Manage relationships with strategic partners and vendors
• Manage communication between the client and internal teams to support existing processes
• Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer
• Utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to d Deliver educational programming.
• Track meeting activity and wealth management lead pipeline for annual client reviews.
• Participate in L10 Leadership Strategy meetings with team members fostering a collaborative, innovative team dynamic

Cultural Expectations:

• Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
• Ownership – Responsible to each other, our clients, and our goals.
• Teamwork – Together we attain greater success.
• Sincerity – Giving and receiving direct and caring communication

Qualifications:

• 2 + years of experience
• Bachelor's degree or equivalent Series 63 or 65 OR Series 66 within 90 days of date of hire
• Regional travel required

Our Ideal Candidate

Demonstrates an unwavering passion for collaborating with individuals, delivering practical guidance, and consistently exceeding service expectations. Embodies self-motivation and proactive initiative, consistently going above and beyond to accomplish tasks and achieve objectives. Exhibits exceptional verbal and written communication skills, fostering meaningful connections and trust while authentically assisting others. Embraces technology with confidence, is proficient in Microsoft Office Suite, and eagerly adopts new tools, including our proprietary CRM and specialized software. Exercises impeccable judgment in decision-making, operates with urgency in fast-paced environments, and meets deadlines with precision. Holds themselves accountable, taking full ownership of responsibilities and delivering outcomes with integrity and seamless follow-through.

Tools & Technology

• Pension Pal – Customer Relationship Management (CRM)
• Redtail – client management software
• Laserfiche – document storage
• Microsoft Outlook, Excel, Word and PowerPoint
• All new evolving and changing technology

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• The HUB difference

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

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.