Education Consultant & Wealth Advisor
Hub International•Brighton, MI
409d
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About The Position
The Education Consultant & Wealth Advisor at HUB International is responsible for managing a portfolio of institutional retirement plan clients and providing comprehensive financial education to plan participants. This role involves engaging with clients, overseeing internal processes, and coordinating with the wealth advisory team to ensure participants receive appropriate financial support. The position emphasizes proactive communication, relationship management, and delivering educational programming to enhance clients' financial well-being.
