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Hub International
Dallas, TX
Source: Hub International careers · View original posting
From Hub International's posting. “We” and “our” refer to the employer.
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 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.
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%.
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.
7+ years’ experience in the financial services industry
Bachelor’s degree in business or other related field from an accredited college or university.
Series 65, or CFP required
$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
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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.
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