Associate Advisor

Job Title: Associate Advisor

Compensation: $75,000 salary plus commission once Series 65 is obtained

Location: Austin, TX (Hybrid)
Department: Sales
Reports To: Vice President of Private Wealth
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.

Job purpose:

As an Associate Wealth Advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.  
 

Duties and responsibilities:

• Work with your wealth advisor team to provide comprehensive wealth management advice to high-net-worth clients  
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions   
• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items  
• Critical in supporting, retaining and building meaningful client relationships   
• Participate in the sales process in partnership with team to build new client relationships    
• Actively develop skills in various software programs for investment and financial planning  

Work Experience:

• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience  

Education/Licensing:

• Bachelor’s degree (degrees in finance or related field are a plus) 
• CFP designation or Series 65 required withing 180 days

Skills & Knowledge   

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning  
• Previous experience with high net worth or ultra-high net worth clients/families is preferred  
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro, Right Capital etc)   
• Highly effective interpersonal, relationship management and communication skills  
• Strong attention to detail   Excellent organizational and time management skills in a high-energy environment to manage multiple priorities  

Featured Benefits: 

• $75,000 salary plus commission
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

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

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