Base: $125,000 to $150,000; bonus/equity: eligible...
On-site
Investment research and analysis
Trade execution and monitoring
Client meeting participation
HUB International is seeking a Senior Investment Associate to support their Wealth Management team, focusing on managing a significant book of business while providing client advisory and investment research. The role emphasizes operational efficiency, client service, and compliance awareness, requiring strong analytical and communication skills
Job Summary
HUB is a global insurance and employee benefits broker providing a broad array of products and services.
The Senior Investment Associate supports senior advisor partners in managing a $4B book of business, combining research, trading, operations, and client coordination.
The company offers a competitive salary, bonus potential, and a variety of benefits including PPOs, HMO, HSA, FSA, vision, dental, pet insurance, PTO, and a 401k plan.
Matching Summary
Match Score: 85
HUB International is seeking a Senior Investment Associate to support their Wealth Management team, focusing on managing a significant book of business while providing client advisory and investment research. The role emphasizes operational efficiency, client service, and compliance awareness, requiring strong analytical and communication skills.
Salary
Base: $125,000 to $150,000; Bonus/Equity: eligible bonuses; Benefits: comprehensive benefit and total compensation packages
Skills & Requirements
Must-have
Investment research and analysis
Trade execution and monitoring
Client meeting participation
Custodial platform experience
Nice-to-have
Client advisory and planning support
Operational improvements
Tax implication identification
Key Requirements
Bachelor's degree or 15 years of relevant experience