Bilingual Wealth Advisor and Education Consultant (Spanish)

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

Competitive salaries and benefits offerings

Medical/dental/vision insurance and voluntary insurance options

Health Savings Account funding

401k matching program

Company paid Life and Short-Term Disability Plans

Supplemental Life and Long-Term Disability Options

Comprehensive Wellness Program

Paid Parental Leave

Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Great work/life balance, because that’s important for all of us!

Focus on creating a meaningful environment through employee engagement events

The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

Growth potential - HUB is constantly growing and so can your career!

A rewarding career that helps local businesses in the community

Strong community support and involvement through HUB Gives

Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups

SUMMARY:

The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service

Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants

Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution

Review, organize, process and submit completed client paperwork to appropriate parties

This would include both new business as well as ongoing service items

Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies

Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing

Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming

Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)

Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence

Manage communication between the client and internal teams to support existing processes

Track meeting activity and wealth management lead pipeline for annual client reviews.

Generate revenue by cross-selling and converting clients to retail

Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner

Provide marketing and sales support

Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process

Special projects and other duties as assigned

REQUIREMENTS:

FINRA Series 7 license and RIA affiliation licensing requirements

Bachelor’s degree preferred

Bilingual (Spanish Speaking)

2-5 years of experience preferred in financial services, retirement plans, and investments

Must be able to work independently, with some supervision and direction from manager

Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)

Prior experience working with retirement plans and presenting to clients preferred

Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills

Project management experience with working on several projects with different timelines simultaneously

Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills

Must be a team player

Minimal travel requirements (conferences or on-site client visits)

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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