Education Consultant and Wealth Advisor

HUB International • Omaha, NE

62d • Hybrid

About The Position

This role is an opportunity to join our Retirement and Private Wealth Team. As an Education Consultant and Wealth Advisor, you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning and development opportunities to work towards your career goals.

Requirements

• A bachelor’s degree or equivalent from a four-year college or university is preferred.
• Minimum of two years of experience in relationship management, preferably within the retirement industry.
• An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications.
• Series 63 or 65 or Series 66 license within 90 days of hire date.
• Broad understanding of retirement benefits.
• High integrity, good judgment skills, and commitment to doing the right thing for their clients.
• Excellent verbal and written communication skills.
• Team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment.
• Strong communication, interpersonal, multi-tasking, and organizational skills.
• Must be thorough, detail-oriented, and responsible for working with confidential information.
• Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs.
• Ability to function independently with minimal supervision.
• Regional travel is required.

Nice To Haves

• Are seeking a progressive work environment at a rapidly growing organization.
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
• 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.

Responsibilities

• 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 clients 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

Benefits

• Comprehensive benefits plan.
• 401(k) matching program.
• Vacation, holiday, sick, and personal time off.
• Paid parental leave.
• A work/life balance and flexible work arrangements because that’s important for all of us.
• Strong community support and involvement through HUB Gives.
• Focus on creating a meaningful environment through employee engagement events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level