Retirement Plan - Scottsdale, United States - HUB International

HUB International

Verified Company

Scottsdale, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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.

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

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)

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