Retirement Plan Consultant Advisor

HUB International•Pittsburgh, PA

1d•Hybrid

About The Position

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Retirement Plan Consulting Advisor to join our Retirement & Private Wealth team. Purpose: To manage and grow a book of retirement plan clients.

Requirements

Bachelor’s Degree required.
5+ years experience in financial services encompassing employer-sponsored retirement plans
Excellent communication, presentation, listening and organizational skills.
Work independently with minimal supervision and within a team environment.
Series 65 license required.
Ability to travel to client locations.

Nice To Haves

Retirement industry credentials strongly preferred.
Participation in industry continuing education and conferences
Represent HUB International and RPW as a superior organization
Revenue generation by identifying and selling to new clients and cross-selling services to existing clients.
Career growth in the direction of contributing to RPW practice management.
Marketing and sales support.
Drive fueled by curiosity and creativity.

Responsibilities

Manage relationships with plan sponsors.
Deliver RPW services that include regular periodic meetings. Services generally include development and delivery of client reports, education and updates plus documentation of all meetings and advice.
Implement an investment process and provide investment advice through monitoring and selection of funds to be used in participant directed retirement plans.
Oversee services and interactions of third-party providers to client plans.
Provide general guidance pertaining to ERISA compliance and plan design issues.
Work with RPW team on product and service development to maintain state of the industry services.
Work with RPW team to onboard new clients and establish service delivery expectations.
Ensure internal documentation and compliance with RIA procedures.
Coordinate (and deliver when appropriate) participant education.
Participate in growing retirement plan revenue by individual efforts and working with RPW team to identify both new clients and cross-selling of existing HUB clients.
Inform clients of appropriate HUB services and proactively cross-sell such service to RPW clients.