Senior Wealth Advisor

Hub International Insurance•East Longmeadow, MA

17h•Onsite

About The Position

HUB is a global insurance and employee benefits broker, providing property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Retirement & Private Wealth (RPW) leads communities with integrity, driven to make things better now and in the future, serving, inspiring, and thriving while maintaining an entrepreneurial spirit, innovating, collaborating, and achieving success together. Our mission is to be a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States, providing financial peace of mind and top-tier solutions, investments, administration, and service, while holding ourselves to the highest standards of ethics, competency, and customer service. We are seeking a seasoned financial advisor and entrepreneur who wants to focus 100% on growing relationships, closing business, and delivering exceptional wealth management services. This role involves leading growth in our wealth management division, leveraging your experience, sales expertise, and client-first approach to expand our market presence. Our comprehensive back-office infrastructure handles operations, compliance coordination, administration, and support functions, freeing you to concentrate exclusively on revenue-generating activities and client service. This position offers the autonomy of entrepreneurship with the leverage of institutional support, allowing you to maximize your strengths in business development and client relationships. The ideal candidate takes ownership of their career trajectory, consistently delivers results, has successfully grown and managed an investment advisory practice with a minimum of $25-$50 million client’s assets under advisement, excels at sales and business development but prefers to delegate operational tasks, seeks comprehensive back-office support to maximize client-facing time, builds strong, lasting client relationships that drive organic growth, values entrepreneurial independence supported by institutional resources, is prepared to scale their practice without administrative constraints, demonstrates strong business acumen and strategic thinking, and maintains high ethical standards and professional integrity.

Requirements

10-15 years as a financial advisor or wealth manager
Minimum 5-10 years managing your own investment advisory practice
Demonstrated success in business development and client acquisition
Experience building scalable processes (even if you don't want to run them anymore)
History of meeting or exceeding revenue targets
Series 7
Series 65 or 66
State insurance licenses
Bachelor's degree
Self-motivated and self-managing - you don't need supervision
Strong sales and marketing skills
Excellent relationship-building abilities
Strategic thinking with execution focus
Comfortable with technology and CRM systems
Strong communication skills (verbal and written)
Entrepreneurial mindset
Successfully grown and managed an investment advisory practice with a minimum of $25-$50 million client’s assets under advisement
Maintain high ethical standards and professional integrity