Senior Wealth Advisor

Hub International Insurance-posted 10 days ago

$150,000 - $200,000/Yr

Full-time • Senior

Metairie, LA

5,001-10,000 employees

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As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%.

Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs
Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates’ offices and at various regional events.
Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms
Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
Commitment to advanced continuing education and team development at all levels
Train and mentor associates across the wealth advisory team
Leverage community relations and development centers of influence to generate leads and facilitate introductions

7+ years’ experience in the financial services industry
Bachelor’s degree in business or other related field from an accredited college or university.
Series 65, or CFP required
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
Highly effective interpersonal, relationship management, and communication skills
Proven success selling business to new and existing clients
Demonstrated knowledge and facilitation of sales cycle/process
Problem-solving, negotiation and persuasive skills
Effective written communication skills with ability to adapt to different audiences
Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Medical insurance (HSA Match)
Vision insurance
Dental insurance
401(k) plus match
Company Paid STD
Life Insurance
parental leave
and many other ancillary lines to choose from

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