Wealth Advisor & Financial Education Coach

Hub International; 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

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.