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Dallas, Texas, United States
Hybrid
A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
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
What we offer you
We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
The HUB difference
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.
