Senior Wealth Advisor

HUB International

East Longmeadow, MA, United States
Base: $100,000 to $150,000; bonus/equity: commissi...
On-site
Client relationship management
Sales and business development
Comprehensive financial planning
HUB International is seeking a Senior Wealth Advisor in East Longmeadow, MA, who will focus on growing client relationships and expanding the wealth management division. The ideal candidate will have significant experience in financial advising and business development, along with a strong ethical foundation

Job Summary

  • We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.
  • You'll lead growth in our wealth management division, bringing your experience, sales expertise, and client-first approach to expand our market presence.
  • This role offers the autonomy of entrepreneurship with the leverage of institutional support, allowing you to maximize your strengths in business development and client relationships.

Matching Summary

Match Score: 85

HUB International is seeking a Senior Wealth Advisor in East Longmeadow, MA, who will focus on growing client relationships and expanding the wealth management division. The ideal candidate will have significant experience in financial advising and business development, along with a strong ethical foundation.

Salary

Base: $100,000 to $150,000; Bonus/Equity: commission structure; Benefits: Medical insurance, HSA with match, vision, dental, 401(k) with company match, STD, life insurance, parental leave

Skills & Requirements

Must-have

  • client relationship management
  • sales and business development
  • comprehensive financial planning
  • investment advisory practice management
  • entrepreneurial independence

Nice-to-have

  • institutional resources support
  • collaborative team environment
  • strategic thinking and execution

Key Requirements

  • 10-15 years financial advisor experience
  • 5-10 years managing advisory practice
  • Series 7, 65 or 66, insurance licenses
  • CFP, ChFC, or similar designation preferred
  • $25-$50 million client assets under advisement

Work Rights

Not specified

Tailored Resume

Cover Letter