Hub International Senior Wealth Advisor Albuquerque, New Mexico Apply Now
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.
Responsibilities
- 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.
Qualifications
- Bachelor’s degree in business or other related field from an accredited college or university.
- 7+ years’ experience in the financial services industry.
- Series 65, or CFP required.
Skills and Knowledge
- 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 the ability to adapt to different audiences.
- Effective presentation communication skills with the 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.
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
#J-18808-Ljbffr
