Senior Wealth Advisor

Sr. Wealth Advisor

Compensation: $240,000 per year (1-year draw)

Location: DFW, Texas

Department: Private Wealth Sales

Reports To: Vice President Private Wealth Sales Management

Job Type: Full-Time

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

We are the perfect fit if you:

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Job purpose:

As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%.

Duties and responsibilities:

• Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs
• 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 associates' offices and at various 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 to help clients achieve their goals
• Commitment to advanced continuing education and team development at all levels
• Train and mentor associates across the wealth advisory team
• Leverage community relations and development centers of influence to generate leads and facilitate introductions

Work experience:

• 7+ years' experience in the financial services industry

Education/Licensing:

• Bachelor's degree in business or other related field from an accredited college or university.
• Series 65, or CFP required

Knowledge and Skills:

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Depth of experience working with high net worth or ultra-high net worth clients
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
• Highly effective interpersonal, relationship management, and communication skills
• Proven success selling business to new and existing clients
• Demonstrated knowledge and facilitation of sales cycle/process
• Problem-solving, negotiation and persuasive skills
• Effective written communication skills with ability to adapt to different audiences
• Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
• Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Featured Benefits:

• $240,000 per year (1-year draw)
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Unlimited PTO
• Hybrid schedule

Travel:

Local travel to clients

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.