Retirement Plan Account Manager

HUB International

Not specified; not specified; competitive benefits...
Retirement plan advisory experience
Fiduciary consulting expertise
Investment due diligence skills
The role requires overseeing total client relationships for assigned retirement plan clients with full accountability

Job Summary

  • The role requires overseeing total client relationships for assigned retirement plan clients with full accountability.
  • HUB International offers a rewarding career with competitive benefits including medical/dental/vision/life insurance and 401k matching.
  • Employees are empowered to make the best decisions in an entrepreneurial culture supported by over 20,000 professionals globally.

Matching Summary

The role requires overseeing total client relationships for assigned retirement plan clients with full accountability.

Salary

Not specified; Not specified; Competitive benefits package including medical, dental, vision, life insurance, 401k matching, and paid parental leave

Skills & Requirements

Must-have

  • retirement plan advisory experience
  • fiduciary consulting expertise
  • investment due diligence skills

Nice-to-have

  • entrepreneurial spirit
  • strategic relationship management
  • continuous learning mindset

Key Requirements

  • Bachelor's degree required
  • 5-7 years of relevant experience
  • Series 65 license required

Work Rights

Not specified

Tailored Resume

Cover Letter