Private Wealth Advisor

SUMMARY The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on‑site, virtual, and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish. This role must understand all aspects of plan design, customer service, external reporting, and internal procedures to build client relationships and solve problems proactively. The primary focus is on conducting client and participant education sessions. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintains strong and effective relationships with clients, co‑workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service Proactively engage in day‑to‑day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution Review, organize, process and submit completed client paperwork to appropriate parties (new business and ongoing service items) Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Utilize one‑on‑one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming Educate employees on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457) and individual savings plans (IRA, 529 College Plans) Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence Manage communication between the client and internal teams to support existing processes Track meeting activity and wealth management lead pipeline for annual client reviews Generate revenue by cross‑selling and converting clients to retail Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner Provide marketing and sales support Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand‑off process Special projects and other duties as assigned REQUIREMENTS FINRA Series 7 license and RIA affiliation licensing requirements Bachelor’s degree preferred Bilingual (Spanish speaking) 2-5 years of experience preferred in financial services, retirement plans, and investments Must be able to work independently, with some supervision and direction from manager Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook) Prior experience working with retirement plans and presenting to clients preferred Comfortable speaking with people in group and one‑on‑one settings (both virtually and in‑person) with strong interpersonal skills Project management experience with working on several projects with different timelines simultaneously Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills Must be a team player Minimal travel requirements (conferences or on‑site client visits) TRAVEL & EDUCATION Required Travel: Negligible Required Education: Bachelor's degree (4‑year degree) LEGAL STATEMENTS 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. E‑Verify Program #J-18808-Ljbffr