ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th 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

SUMMARY:

This is an in-office position located out of Miami, FL 33156

The Wealth Management representative helps deliver excellent service to clients and advisor. You will support the financial advisor in establishing and maintaining investment accounts, as well as delivering outstanding client service. The role requires someone who has excellent organizational skills, analytical skills, and communication skills. They must enjoy talking to customers, a desire to learn about and grow in the financial services industry, and a passion for personal development. This is not a sales role. This position allows you to gain valuable experience in wealth management, develop communication and analytical skills, and progress toward more client interaction and responsibilities.

This role requires frequent communication with the financial advisor, clients, and other investment companies and custodians. The ideal candidate will be positive, organized, detail-oriented, and motivated.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prepare and review all new account paperwork and check pending account maintenance items

Work with clients and financial advisor to ensure proper account opening procedures, documentation, as well as funding

Follow up with clients and custodians to ensure new accounts are funded in a timely manner and resolve any pending issues

Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns

Interact with clients in person and over the phone

Maintain current client information in all existing databases

Organize, scan, and maintain all new account paperwork and client requests into client files

Administrative duties such as handling telephones, mailing applications, and submitting account maintenance forms

Comply with all industry rules, regulations and firm policies

Perform other duties as assigned

REQUIREMENTS:

Must be willing to be in-office most working days - 9100 S. Dadeland Blvd Miami, FL 33156

Ability to pass an extensive background check including credit check and fingerprinting is required.

High school diploma or equivalent, advanced education preferred

Series 6 license or willingness to complete is preferred but not required

Microsoft Office Suite experience

Must be highly organized with the ability to multi-task

Department Account Management & Service

Required Experience: 1-2 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.