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HUB International · 2 months ago

Retirement Plan & Wealth Management Investment Advisor

Scottsdale, AZ

Full-time

Hybrid

Mid Level

3+ years exp

HUB International is one of the largest global insurance brokers, providing a broad array of investment and wealth management products and services. The Retirement Plan & Wealth Management Investment Advisor will engage with retirement plan participants and individual clients to assess their financial needs and manage their investment strategies.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Provide education support to retirement plan participants through 1 on 1 meetings

Create retirement plan education strategies for plan sponsors which include webinars and newsletters

Provide guidance to participants regarding their retirement plan accounts (general guidance, instructions for updating investments/contributions, discussing options for rollovers, distributions, etc.)

Build and maintain an existing book of business

Prepare and interpret financial document summaries, investment performance reports, and income projections for clients

Participate in day-to-day communication with clients and participants proactively

Analyze client financial data received from clients to develop strategies for meeting clients' financial goals

Talking to clients to determine a comprehensive financial picture (may include expenses, income, financial objectives, tax status, risk tolerance) or other information needed to develop a financial plan

Manage and update client portfolios

Place trades for clients (at various custodians)

Ensure the highest level of customer service and satisfaction

Contribute to various team meetings

Contribute to a positive workplace environment

Perform other related duties as requested by clients or managers