- 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
- 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
- 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
- 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.
- 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
-
Special Education Compliance Consultant
3 weeks ago
State of Colorado Denver, United StatesSalary: · $84, $87,000.00 Annually · Location : · Denver Metro, CO · Job Type: · Full Time · Job Number: · 01928-CON-ESSU-0124 · Department: · Department of Education · Division: · Educator Talent · Opening Date: · 04/11/2024 · Closing Date: · 5/27/2024 12:06 PM Mo ...
-
Program Education Consultant
1 month ago
EF Education First Denver, United States Full timeProgram Education Consultant · Location: Denver, CO · Cultural Care Au Pair, Program Education Team · Do you want to work in a fun, high-energy environment where you can make a difference in people's lives each day and help open the world through education and cultural exchange? ...
-
medical assistant
2 weeks ago
University of Michigan Brighton, United States Part timeMission Statement · Michigan Medicine improves the health of patients, populations and communities through excellence in education, patient care, community service, research and technology development, and through leadership activities in Michigan, nationally and internationally ...
-
Sheriff's Office Community Relations Manager
2 weeks ago
Adams County Brighton, United States Regular Full timeWhat Success Looks Like In This Job · The Community Relations Manager seeks to create engagement and connection with the citizens of Adams County through timely, complete, and accurate communications while fostering positive community engagement. The Community Relations Manager ...
-
Patient Services Assistant/Associate
1 week ago
University of Michigan Brighton, United States Full timeSummary Provide exceptional customer service and support to all Brighton Center for Specialty Care patients, families, providers and team members. Duties include: receive/assist patients and families as well as providing check in and check out services to specialty care departmen ...
-
School Psychologist
4 weeks ago
Amergis Thornton, United StatesSchool Psychologist openingsin Thornton, Colorado, $64.00 per hour · Hours: 37.5 · Start Date: 08/05/2024 · $ weekly · The School Psychologist worksto support students through a variety of mental health and developmental issuesand aid in qualifying students for additional sup ...
-
Special Education Paraprofessional
1 week ago
Brighton School District 27J Brighton, United StatesProvide direct academic and behavioral support for students with severe disabilities in special education and/or general education classes, including modifications of materials, consultation with teachers, direct instruction, life skills training as Special Education, Support, Ed ...
-
Special Education Paraprofessional
6 days ago
Brighton School District 27j Brighton, United StatesProvide direct academic and behavioral support for students with severe disabilities in special education and/or general education classes, including modifications of materials, consultation with teachers, direct instruction, life skills training as Special Education, High School ...
-
Social Services Assistant
1 week ago
PACS Inc Thornton, United StatesAmazing Opportunity for a Social Services Assistant at Skylake Post Acute.We take great pride in our wonderful staff, strong work culture and 'family taking care of family' environmentWhat Does a Social Services Assistant Do?The primary purpose of the position is to assist in pla ...
-
Bilingual Mental Health Therapist
1 week ago
Clinica Family Health Brighton, United StatesAbout Us: · Clinica Family Health is a community health center, a medical safety net for those who otherwise might fall through the cracks of the American health care system. For more than 40 years, Clinica has existed to provide health care to the individuals and families in our ...
-
Special Education Teacher
1 week ago
Amergis Thornton, United StatesSalary: $52 / hour · The Special Education Teacher, under the direction of the Special Education Program Administrator provides quality services to special education students, kindergarten through grade 12. The Special Education Teacher has a commitment to team participation in ...
-
School Psychologist School Year
3 weeks ago
Adams 12 Five Star Schools Thornton, United StatesSchool Psychologist School Year JobID: 9855 · + Position Type: · Special Service Providers/ School Psychologist · + Date Posted: · 4/18/2024 · + Location: · Mountain View Elementary · + Date Available: · 08/05/2024 · + Closing Date: · Open Until Filled · SALARY INFORMA ...
-
Customer Service Associate
1 week ago
Greenlining Management Brighton, United StatesJob Description · Job DescriptionGreenlining is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilitie ...
-
Facility Operations Project Manager
1 week ago
Adams County CO Brighton, United StatesSalary : $95, $138,307.60 AnnuallyLocation : Brighton, COJob Type: Regular Full-timeJob Number: 06551Department: Facilities and Fleet Management DepartmentOpening Date: 06/04/2024Closing Date: 6/11/2024 4:30 PM MountainOur Mission: At Adams County, our team members engage in top- ...
-
Behavioral Health Provider
1 week ago
SCL Health Brighton, United StatesJob Description:The Certified Social Worker (CSW) utilizes clinical expertise to perform psychosocial assessment and develop/ implement a plan of care/treatment plan that provides extraordinary care for the patient while being sensitive to costs and resources. This position works ...
-
Medical Oncology Physician
1 week ago
Tandym Group Brighton, United StatesA large nonprofit health system is currently seeking a new Medical Oncology Physician in the Greater Denver area. · About the Opportunity: · Start Date: 6/1/24 · End Date: 6/1/25, ongoing. · Schedule: Full time position (40 hours/wk, 8 hours/day; rotates every 3 weeks for 24 ho ...
-
Adams 12 Five Star Schools Thornton, United StatesTOSA - Literacy Interventionist (School Year JobID: 10423 · + Position Type: · Dean/Inst Coach/Interventionist/TOSA/Coordinator/ Literacy Interventionist · + Date Posted: · 6/11/2024 · + Location: · North Mor Elementary School · + Date Available: · 08/05/2024 · + Closing ...
-
Behavioral Health Provider
1 week ago
Intermountain Healthcare Brighton, United StatesJob Description: · The Certified Social Worker (CSW) utilizes clinical expertise to perform psychosocial assessment and develop/ implement a plan of care/treatment plan that provides extraordinary care for the patient while being sensitive to costs and resources. This position w ...
-
Registered Nurse
2 weeks ago
Wellpath Brighton, CO, United States Full timeExcellent career growth opportunities · Join us and find a career that supports: · • Diversity, equity, inclusion, and belonging · • Growth and training · In addition to comprehensive benefits including medical, dental, vision, paid time off, and 401k, we foster a work, life ...
-
Licensed Practical Nurse
2 days ago
Wellpath Brighton, Colorado, United States Permanent· Compensation Range: · $ $39.02 / hour · You Matter: · • Make a difference every day in the lives of the underserved · • Join a mission driven organization with a people first culture · • Excellent career growth opportunities · Join us and find a career that supports: · • Carin ...
Education Consultant - Brighton, United States - Hub International
Description
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:
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 :
Cultural Expectations :
Qualifications:
Our Ideal Candidate
Tools & Technology
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel:
Required Education: Bachelor's degree (4-year degree)
EEOAA Policy
E-Verify Program
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.
