Financial CoachSan Jose, CA

About us:

HUB International Limited (“HUB”) is a fast-growing, global insurance brokerage providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Ranked 5th among the world’s largest insurance brokers and acquiring approximately 70 new businesses a year, HUB has over 17,000 employees in more than 600 offices throughout North America. As a Gold Award Winner of the Stevie Award for Great Employers, HUB also boasts a top company culture that is collaborative and focused on its employees to employer and enable them to deliver great results for its clients. Headquartered in Chicago, HUB is currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world’s largest and most respected private equity firms that recently closed the largest PE fund of 2021 and one of the largest funds of all time.

Position Summary: The HUB FinPath Financial Coach works with employees by analyzing the employees’ financial situation, gathering budget information, discussing financial obligations and goals with the purpose of counseling employees on specific actions the client may wish to take to improve their financial situation.

This position is also responsible for aligning the objectives and daily process to the program's goals and objectives while ensuring regulatory compliance and performance standards are met. The Financial Coach’s scope of responsibilities includes managing and reporting participant eligibility and engagement, providing classroom instruction and one-on-one coaching, promoting coaching activities, and supporting participation tracking.

In addition, the financial coach will support the mission of moving employees through the stages of financial security. The initial focus of helping those who are financially surviving improve financial behaviors by budgeting, reducing debt, improving credit score, and establishing emergency savings. With this foundation established employees will be able to transition overtime to the financially thriving stage with focus on future goals such as buying a home, saving for retirement, and funding a child’s education.

Duties and Responsibilities:

  • Conduct client meeting with the goal to communicate, educate, and engage employees on financial literacy resources.

  • Recruit, build and lead clients to achieve strategic performance objectives.

  • Establish and maintain excellent relationships with leadership, employees, clients by providing proactive, on-site case management and follow up services.

  • Promote FinPath tools and solutions to eligible employees.

  • Schedule and facilitate workshops on financial literacy topics.

  • Coach individuals by phone, virtual, and in-person.

  • Coordinate and schedule coaching sessions.

  • Maintain client data for impact reporting into the CRM system.

  • Recommend strategies employees and clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.

  • Support employees and clients by helping them to develop a new perspective on the dynamics of money in relation to family, friends and individual self-esteem.

Education and Experience

  • Bachelor’s degree in finance or related field

  • Minimum of two years of work experience related to financial education and consulting is preferred. A varied work history is a plus

  • Credit/Personal finance counselor certification preferred

  • AFC® designation preferred

  • Bilingual in English / Spanish preferred

  • Excellent communication skills and the ability to work effectively with team members

  • Microsoft Office – Word, Excel, PowerPoint, G-Suite

Hours of Work:

Monday – Friday 8:00 am – 5:00pm with the schedule varying as program requirements dictate. Some early morning, evening and weekend work will potentially occur if requested by those who need support.

Trusted Capital Group (TCG) is a full-service financial services company located in Austin, Texas. We are a highly committed, national financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the Best and Most Competent Professional Team. In 2018, TCG launched HUB FinPath, a cutting-edge financial wellness platform designed to educate and engage employees. HUB FinPath is an essential component of the TCG client experience.

TCG was acquired by HUB International in 2021. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

We are the perfect fit if you:

  • have a desire to help others protect their future

  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • are focused on learning and development to enhance your industry knowledge and expertise

  • are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • believe in integrity and building success by developing relationships with others

The expected pay range for this position is $55,000 to $65,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

#LI-KP1

Department Accounting & Finance

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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.

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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.