Wealth AdvisorKalamazoo, MI

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB is the 5th largest 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. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

What We Offer You

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Midwest-East:

  • Medical, Dental, and Vision (PPO, HMO, and HSA)

  • Comprehensive Wellness Program

  • 401(k) Retirement Plan

  • Life and Disability Plans

  • Vacation, Holiday, Sick, and Personal Time Off

  • Pet Insurance

  • Bonus Program

  • Comprehensive Onboarding Program

  • Continuing Education / Personal Development Programs

  • Flexible Work Arrangements

  • Employee Engagement Events

  • Dress for Your Day Dress-Code

  • Service Awards

Here’s Where You Come In

As the Education Consultant and Wealth Advisor you will engage retirement plan participants and their families in holistic financial well-being providing recommendations that will help them drive positive financial outcomes while growing and maintaining your own book of personal wealth clients

Job Responsibilities :

  • Manage a strong Client relationship and provide exceptional service

  • Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing

  • Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer plans (401(k), 403(b), etc.), and individual savings plans (IRA, 529, Non-qualified investments, etc.).

  • Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions

  • Proactively engage with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants

  • Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence

  • Assist employees with any retirement or financial needs

  • Develop and manage private client relationships

  • Prepare and analyze financial planning documents such as goal projections, investment recommendations, debt pay down strategies, etc.

  • Provide ongoing legislative and regulatory updates to client and participants in preparation for reviews

  • Manage relationships with strategic partners and vendors

  • Manage communication between the client and internal teams to support existing processes

  • Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer Utilize one-on-one meetings, webinars, workshops, group meetings, and newsletters to deliver educational programming

  • Track meeting activity and wealth management lead pipeline for annual client reviews

  • Participate in L10 Leadership Strategy meetings with team members fostering a collaborative, innovative team dynamic

Cultural Expectations :

  • Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.

  • Ownership – Responsible to each other, our clients, and our goals.

  • Teamwork – Together we attain greater success.

  • Sincerity – Giving and receiving direct and caring communication


  • 2 + years of experience

  • Bachelor's degree or equivalent

  • Series 63 or 65 OR Series 66 within 90 days of date of hire

  • Regional travel required

Our Ideal Candidate

  • Demonstrates an unwavering passion for collaborating with individuals, delivering practical guidance, and consistently exceeding service expectations.

  • Embodies self-motivation and proactive initiative, consistently going above and beyond to accomplish tasks and achieve objectives.

  • Exhibits exceptional verbal and written communication skills, fostering meaningful connections and trust while authentically assisting others.

  • Embraces technology with confidence, proficient in Microsoft Office Suite, and eagerly adopts new tools, including our proprietary CRM and specialized software.

  • Exercises impeccable judgment in decision-making, operates with urgency in fast-paced environments, and meets deadlines with precision.

  • Holds themselves accountable, taking full ownership of responsibilities and delivering outcomes with integrity and seamless follow-through.

Tools & Technology

  • Pension Pal – Customer Relationship Management (CRM)

  • Redtail – client management software

  • Laserfiche – document storage

  • Microsoft Outlook, Excel, Word and PowerPoint

  • All new evolving and changing technology

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel:

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.