Wealth Advisor & Education Consultant

Hub International Insurance•Indianapolis, IN

About The Position

The Wealth Advisor & Education Consultant engages retirement plan participants and their families in holistic financial well-being, providing recommendations that support positive financial outcomes while building and maintaining a personal wealth client book. The role combines retirement-plan education, financial guidance, private-client relationship management, and coordination with plan sponsors, internal teams, and strategic partners. The consultant delivers educational programming through individual meetings, webinars, workshops, group meetings, newsletters, seminars, benefits fairs, and open enrollments. They help participants understand their retirement resources and broader financial picture, prepare financial-planning materials, assist with retirement and financial needs, and provide updates on relevant legislation and regulations. The position also supports client operations and transactions, contributes to marketing and business development, and tracks meeting activity and wealth-management leads for annual client reviews. HUB describes a collaborative, high-performing environment that supports learning, licensing, career development, and work-life balance. Regional travel is required. Benefits and programs may vary according to employment status, role, location, and eligibility.

Requirements

At least 2 years of experience.
Bachelor's degree or equivalent.
Series 63 or Series 65, or Series 66 within 90 days of hire.
Regional travel is required.
Strong verbal and written communication skills.
Proficiency with Microsoft Office Suite and willingness to adopt new tools and specialized software.
Sound judgment, urgency in fast-paced environments, and ability to meet deadlines.
Accountability, integrity, and reliable follow-through.

Nice To Haves

Passion for collaborating with individuals, offering practical guidance, and exceeding service expectations.
Self-motivation and proactive initiative.
Confidence with technology and willingness to learn proprietary CRM and specialized software.

Responsibilities

Manage client relationships and provide exceptional service.
Provide financial education and advice to help employees make informed decisions about retirement savings and financial well-being.
Educate employees about their retirement resources, including Social Security, pension plans, state governmental plans, employer plans such as 401(k) and 403(b), and individual savings such as IRAs, 529 plans, and non-qualified investments.
Maintain operational knowledge to assist clients and plan participants with processes and transactions.
Engage proactively with plan sponsors, advisors, client service teams, and marketing to improve the participant education experience.
Participate in marketing activities, including speaking, writing, attending events, and maintaining an active social media presence.
Assist employees with retirement and other financial needs.
Develop and manage private-client relationships.
Prepare and analyze financial-planning documents, including goal projections, investment recommendations, and debt-paydown strategies.
Provide clients and participants with legislative and regulatory updates in preparation for reviews.
Manage relationships with strategic partners and vendors.
Coordinate communication between clients and internal teams to support existing processes.
Assist with benefits fairs, retirement seminars, open enrollments, and employer-hosted one-on-one appointments.
Deliver educational programming through one-on-one meetings, webinars, workshops, group meetings, and newsletters.
Track meeting activity and the wealth-management lead pipeline for annual client reviews.
Participate in L10 Leadership Strategy meetings and help foster a collaborative, innovative team dynamic.
Travel regionally as required.