Retirement Plan & Wealth Management Investment Advisor

HUB International

Not specified; not specified; not specified
Finra series 65 or 66 license
3+ years financial services experience
Orion or moneyguide pro software mastery
The role involves managing an existing book of individual clients while conducting annual portfolio reviews to ensure alignment with financial goals

Job Summary

  • The role involves managing an existing book of individual clients while conducting annual portfolio reviews to ensure alignment with financial goals.
  • Advisors will create retirement plan education strategies for plan sponsors including webinars, newsletters, and one-on-one participant meetings.
  • Candidates must possess comprehensive knowledge of the latest financial products and hold appropriate FINRA licenses to excel in this position.

Matching Summary

The role involves managing an existing book of individual clients while conducting annual portfolio reviews to ensure alignment with financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FINRA Series 65 or 66 license
  • 3+ years financial services experience
  • Orion or MoneyGuide Pro software mastery

Nice-to-have

  • Proactive and responsive communication style
  • Strong organizational and detail-oriented skills
  • Ability to collaborate in a team environment

Key Requirements

  • Bachelor's degree required
  • FINRA Series 65 or 66 license mandatory
  • 2-5 years relevant industry experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter