Retirement Plan & Wealth Management AdvisorScottsdale, AZ

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy. You will also be involved in working with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. You will also be appointed as a wealth management advisor to a book of individual clients and manage their ongoing advisory needs. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized, responsive, proactive, and dedicated to excellence.

Duties and Responsibilities

  • Contributing to various team meetings

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

  • Provide education support to retirement plan participants.

  • Contributing to a positive workplace environment

  • Ensuring the highest level of customer service and satisfaction

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

  • Answering client questions about financial plans and strategies and giving financial advice.

  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

  • Implementing financial plans or referring clients to professionals who can help them.

  • Managing and updating client portfolios.

  • Contacting clients regularly to discover changes in their financial status.

  • Building and maintaining your client base.

Preferred Knowledge and Skills

  • 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

The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned. Duties are subject to change at any time by HUB Management.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

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