Retirement Plan & Investment Consultant Scottsdale, AZ

Join a Winning Team at HUB International

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 15,000 professionals in 450 offices across North America. You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!


The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, NQ, ESOP etc.). RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. RPCs must understand all aspects of 401k plan design, customer service, participant education, investment consulting, external reporting, plan fees, fiduciary duties of plan committees, and internal procedures to build client relationships, solve problems, proactively communicate with clients, manage client reporting, participate in client meetings, prepare meeting minutes, run client projects, and coordinate with service providers. A successful RPC is organized, responsive, proactive, and dedicated to excellence.

Duties and Responsibilities

  • Contributing to various team meetings

  • Participating in day-to-day communication with clients proactively

  • Assisting clients with questions and issue resolution

  • Managing review meetings directly with clients

  • Preparing client meeting and other presentation materials in collaboration with the retirement client service team

  • Coordinating with other departments to ensure deadlines are met

  • Supporting the sales process in the creation and responses for RFIs/RFPs, finals presentations, onboarding, etc.

  • Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications

  • Provide investment consulting including investment recommendations

  • Assisting in the completion of additional reports and presentations as necessary

  • Provide education support to retirement plan participants

  • Helping the team in streamlining services and implementing new applications, software, and products

  • Training and mentoring less experienced staff

  • Contributing to a positive workplace environment

  • Ensuring the highest level of customer service and satisfaction

  • All other duties as assigned

Preferred Knowledge, Skills & Qualifications

  • Bachelor’s degree

  • FINRA Series 6, 63, and 65 license (or obtaining within the established timeframe)

  • 3 to 5 years of relevant financial services industry experience

  • Comprehensive retirement industry and investment knowledge

  • Excellent communication skills, both oral and written

  • Detail orientated and superior organizational skills

  • Deadline driven

  • Team player with the ability to collaborate with others

  • Highly computer literate and proficient in a variety of programs including Microsoft Office Suite

Department Account Management & Service

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 at

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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