- Build and maintain client relationships in partnership with the Senior Advisors
- Attend meetings held by the Senior Advisors with clients and prospects; conduct solo meetings with clients as appropriate
- Work with clients to ensure action items are thoroughly executed and documented
- Assist Senior Advisors with data collection and input into financial planning software
- Handle client-related requests and account service inquiries without advisor input
- Assist clients with implementation of recommended and agreed-upon strategies
- Initiate trading to satisfy client withdrawals and deposits
- Run scheduled model portfolio rebalances to ensure client portfolios are within tolerance
- Embrace investment strategy of the firm and provide investment education and recommendations
- Work together to transfer existing clients, freeing up the Senior Advisors to continue to drive growth and direction of the firm
- Bachelor's degree
- Strong academic and professional background
- Exceptional communication and presentation skills
- Strong attention to detail, poised, organized, and keen sense of urgency
- Able to manage multiple tasks efficiently
- Strong Excel skills and experience with Microsoft Office products
- Strong problem-solving skills and the ability to understand complex issues
- Team player
- 2-5 years of financial planning, investment, or tax experience strongly preferred
- Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months)
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Associate Advisor - Fort Worth, United States - Hub International
Description
About Us:
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 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Mission Statement:
We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States.
We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.
Role Summary:
This Associate Advisor will have the unique role of providing technical and client relationship management support to seasoned members of the Advisory Team.
Furthermore, this candidate will be handling transactions for the firm's clients, as well as supporting the day-to-day relationships and participating in or conducting client meetings.
The Associate Advisor position will be responsible for developing financial plans, managing client relationships, reviewing portfolio performance with clients, and performing research regarding complex client issues.
While the addition of new clients and assets is encouraged and rewarded, the focus of Associate Advisors will be on maintaining and servicing our current clientele.
Essential Duties and Responsibilities:
Minimum Qualifications:
Preferred Qualifications:
Department Sales
Required Experience: 2-5 years of relevant experience
Required Travel:
Negligible
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.
EEOAA Policy
E-Verify Program
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