Senior Wealth Advisor
HUB InternationalAustin, Texas, United States
Posted March 10, 2026
200000 - 200000 USD
Full Time
About the Company
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Job Description
Job Title: Sr. Wealth Advisor, Compensation: $200,000 per year (2-year forgivable draw), Hybrid schedule, Travel: Local travel to clients, Department: Private Wealth Sales, Reports To: Vice President Private Wealth Sales Management.
Requirements
- 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
Benefits
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k) plus match
- Company Paid STD
- Life Insurance
- Parental leave
- Unlimited PTO