Wealth Advisor & Education Consultant

HUB International • Indianapolis, IN

5d

About The Position

The Education Consultant and Wealth Advisor engages retirement plan participants and their families in holistic financial well-being. The role provides recommendations to help participants achieve positive financial outcomes while growing and maintaining a personal wealth client book. It combines retirement and financial education, private-client relationship management, planning, operational support, marketing, and collaboration with clients, plan sponsors, vendors, and internal teams.

The position provides education about retirement savings and broader financial well-being, including Social Security, pensions, state governmental plans, employer-sponsored plans, and individual savings options. It also prepares and analyzes financial planning documents, delivers educational programming in multiple formats, supports employer-hosted events and appointments, and shares legislative and regulatory updates. Regional travel is required.

HUB describes its culture as collaborative and focused on determination, ownership, teamwork, and sincere communication. The company offers training, licensing support, and ongoing development opportunities. Benefits and programs may vary by employment status, role, location, and eligibility.

Requirements

• At least 2 years of experience.
• Bachelor's degree or equivalent.
• Series 63 or Series 65 license, or Series 66 license within 90 days of hire.
• Regional travel is required.
• Exceptional verbal and written communication skills.
• Proficiency with Microsoft Office Suite.
• Ability to use technology confidently and adopt new tools, including proprietary CRM and specialized software.
• Sound judgment, urgency in fast-paced environments, and the ability to meet deadlines precisely.
• Accountability, ownership of responsibilities, integrity, and reliable follow-through.

Nice To Haves

• Passion for collaborating with individuals, providing practical guidance, and exceeding service expectations.
• Self-motivation and proactive initiative.
• Confidence adopting new and evolving technology.

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 picture, including Social Security, pension plans, state governmental plans, employer plans such as 401(k) and 403(b), and individual savings plans 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, the client service team, and marketing to improve the education experience for plan participants.
• 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.

Benefits

• Medical, dental, and vision plans, including PPO and HSA options.
• Comprehensive wellness program.
• 401(k) retirement plan; retirement savings matching is also mentioned.
• Life and disability plans, including company-paid life and disability plans.
• Vacation, holiday, sick, and personal time off; generous paid time off is also mentioned.
• Pet insurance.
• Bonus program.
• Comprehensive onboarding program.
• Continuing education and personal development programs.
• Flexible work arrangements.
• Employee engagement events.
• Dress-for-your-day dress code.
• Service awards.
• Structured training and licensing support.
• Paid parental leave.
• Community impact opportunities through HUB Gives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level