Senior Wealth Advisor

Job Title: 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

About Us:

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.

About HUB Retirement & Private Wealth (RPW): 

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

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