Retirement Plan Advisor

HUB International Limited ("HUB") is a leading global insurance broker providing insurance, employee benefits, and investment services. HUB has more than 21,000 employees in over 600 offices in North America. What We Offer Competitive salaries and benefits Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401(k) matching program Company‑paid Life and Short‑Term Disability Plans Supplemental Life and Long‑Term Disability Options Comprehensive Wellness Program Generous PTO package – Vacation, Holiday, Sick, and Personal Time Off Great work/life balance Employee engagement events Growth potential and career opportunities Community support and involvement through HUB Gives Summary This position focuses on building and managing relationships with organizations to maintain client retention and satisfaction. The role contributes to the growth and profitability of the department through the attainment of specific sales goals for all-size plans from external resources and internal associates. Responsibilities Maintain technical expertise in the investment industry, including monitoring qualified plan investment products, mutual funds, new investment strategies, and evaluating managers. Provide clients with ERISA 3(21)/3(38) fiduciary investment advice. Proactively seek and monitor investments that best meet the client’s objectives, periodically updating and completing investment analysis. Conduct fiduciary review meetings with clients to evaluate portfolio performance, comparative market analysis, investment history, and risk, and provide recommendations. Answer client and participant questions and perform research as needed. Conduct Plan Sponsor Fiduciary Training for committee members. Plan communication strategy for clients, directing preparation of communication materials, reviewing, and presenting determinations to the client. Conduct independent oversight of recordkeepers and providers. Conduct employee education and enrollment processes, focusing on retirement readiness and plan outcomes. Focus on business development for the department. Provide ongoing support for existing business partners to retain current clients and secure additional clients. Qualifications Bachelor’s degree preferred (4‑year degree required). 7–10 years of experience in qualified plan retirement investment industry. Must hold a Series6 or 7, and a63 or 65 license. Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program. Well‑organized self‑starter able to handle multiple tasks and critical deadlines. Knowledge of basic accounting principles. Proficient with personal computer and various office software. Strong knowledge of qualified plan and investment products. Knowledge of marketing and sales practices and principles. Strong written and verbal communication skills. Thorough, detail‑oriented, and able to handle confidential information. Required Travel: Up to 25%. Department: Account Management & Service. 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 status, or any other characteristic protected by local, state or federal laws, rules or regulations. E‑Verify Program: We endeavor to make this website accessible to 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 at View email address on click.appcast.io. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. #J-18808-Ljbffr