HUB International Hiring for Associate Advisor and Education Specialist Job at Denver, CO Full Time

In this role, you will:
Conduct employer sponsored group education meetings, both in-person and virtual

Conduct retirement plan participant one-on-one meetings, both in-person and virtual

Assist in the Financial Planning Process with Wealth Management clients and prospects

Create and establish a personal book of individual wealth clients

Facilitate trading and rebalancing in client accounts

Conduct financial planning and investment reviews with clients

Aid in the process of transferring client assets

Build out the marketing and presentation pieces used in education efforts

Organize the annual cadence of meetings with clients via office and virtual

Have responsibility for presenting financial wellness information to our clients in group and one-on-one settings

Assist with the preparation of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems

Assist with client events, client support, and special projects

Keep our marketing databases up to date by gathering necessary information and by entering the data in a timely manner

Be willing to be part of team that helps each other meet our goals to grow our book of clients

What you offer us:
Securities licenses Series 6, 63, 65, or 66

Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and Salesforce

Background in financial services, insurance or employee benefits industries, including any knowledge of retirement plans and investments (2-5 years experience preferred)

Comfort speaking with people on the in group and on-on-one settings or on the phone, with a positive attitude, and professional interpersonal skills

Project management experience working on several projects with different timelines simultaneously

Strong attention to detail and organizational skills

Independent ability to problem solve and work well without oversight

High school diploma required, though college degree preferred

What we offer you:
A rewarding job that helps local businesses in the community

Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

Generous time-off policies

A work/life balance because that’s important for all of us

Learn from the expertise of your coworkers

Growth- HUB is growing, and so can your career

Be part of a motivated team

Additional benefits based on qualifications of applicant

This position pays $50,000 – $70,000 annnually, depending on experience

About HUB:
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing organization

have a desire to help others protect their future

have an entrepreneurial spirit and are challenged by the opportunity to grow the business

are focused on learning and development to enhance your industry knowledge and expertise

are a self-starter willing to invest time and energy to learn the technical aspects of our business

believe in integrity and building success by developing relationships with others

#LI-JP

#INDUS

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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