Senior Wealth Advisor

Financial Advisor and Entrepreneur

About Us: HUB is a global insurance and employee benefits broker, providing property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together.

Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top-tier solutions, investments, administration, and service. We hold ourselves to the highest standards of ethics, competency, and customer service.

We are the perfect fit if you:

• Take ownership of your career trajectory and consistently deliver results
• Have successfully grown and managed an investment advisory practice with a minimum of $25-$50 million client's assets under advisement
• Excel at sales and business development but prefer to delegate operational tasks
• Seek comprehensive back-office support to maximize client-facing time
• Build strong, lasting client relationships that drive organic growth
• Value entrepreneurial independence supported by institutional resources
• Are prepared to scale your practice without administrative constraints
• Demonstrate strong business acumen and strategic thinking
• Maintain high ethical standards and professional integrity

Job Purpose: We're hiring a seasoned financial advisor and entrepreneur who wants to focus 100% on what they do best: growing relationships, closing business, and delivering exceptional wealth management services. You'll lead growth in our wealth management division, bringing your experience, sales expertise, and client-first approach to expand our market presence. Our comprehensive back-office infrastructure handles operations, compliance coordination, administration, and support functions—freeing you to concentrate exclusively on revenue-generating activities and client service. This role offers the autonomy of entrepreneurship with the leverage of institutional support, allowing you to maximize your strengths in business development and client relationships.

Duties and Responsibilities:

• Drive new client acquisition through sales and marketing initiatives
• Deliver comprehensive financial planning and investment services
• Build and maintain high-value client relationships
• Develop and execute growth strategies for the wealth management division
• Collaborate with retirement plan advisors for cross-selling opportunities
• Represent the firm at networking events and in the community
• Mentor junior advisors (as the team grows)

Work Experience:

• 10-15 years as a financial advisor or wealth manager
• Minimum 5-10 years managing your own investment advisory practice
• Demonstrated success in business development and client acquisition
• Experience building scalable processes (even if you don't want to run them anymore)
• History of meeting or exceeding revenue targets

Education/Licensing:

• Series 7 (required)
• Series 65 or 66 (required)
• State insurance licenses (required)
• CFP, ChFC, or similar designation (strongly preferred)
• Bachelor's degree (preferred)

Skills/Experience Required:

• Self-motivated and self-managing - you don't need supervision
• Strong sales and marketing skills
• Excellent relationship-building abilities
• Strategic thinking with execution focus
• Comfortable with technology and CRM systems
• Strong communication skills (verbal and written)
• Entrepreneurial mindset

Job Classification & Additional Information:

• Full-Time
• Compensation: Base + commission structure (details discussed in interview)
• Location: East Longmeadow, MA
• Reports to: Charlie Epstein, VP of Wealth and Retirement

Featured Benefits:

• Medical insurance, HSA with match, vision, dental
• 401(k) with company match
• Company-paid STD, life insurance, and parental leave
• Full back-office and administrative support
• Collaborative team environment
• Professional development opportunities

Working Conditions: Work is performed in an office environment with standard equipment. Some travel is required for client meetings and networking events.