Retirement Plan Consultant Advisor

Retirement Plan Consultant Advisor page is loaded## Retirement Plan Consultant Advisor remote type:
Hybrid Working time type:
Full time posted on:
Posted Todayjob requisition :
R0034067
** Discover a Career That Empowers You — Join HUB International!
** At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud
* Stevie Award-winning workplace* — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
** Explore your future with HUB International. Let’s grow together.
** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits —
** HUB is the place for you.
** We currently have an opportunity for a Retirement Plan Consulting Advisorto join our
** R
* ***** etirement** & Private Wealth
** team**.
**** Purpose**:
To manage and grow a book of retirement plan clients.
** Roles and Responsibilities
*** Manage relationships with plan sponsors.
* Deliver RPW services that include regular periodic meetings. Services generally include development and delivery of client reports, education and updates plus documentation of all meetings and advice.
* Implement an investment process and provide investment advice through monitoring and selection of funds to be used in participant directed retirement plans.
* Oversee services and interactions of third-party providers to client plans.
* Provide general guidance pertaining to ERISA compliance and plan design issues.
* Work with RPW team on product and service development to maintain state of the industry services.
* Work with RPW team to onboard new clients and establish service delivery expectations.
* Ensure internal documentation and compliance with RIA procedures.
* Coordinate (and deliver when appropriate) participant education.
* Participate in growing retirement plan revenue by individual efforts and working with RPW team to identify both new clients and cross-selling of existing HUB clients.
* Inform clients of appropriate HUB services and proactively cross-sell such service to RPW clients.
** Requirements
* ** Bachelor’s Degree required.
* 5+ years experience in financial services encompassing employer-sponsored retirement plans
* Excellent communication, presentation, listening and organizational skills.
* Work independently with minimal supervision and within a team environment.
* Series 65 license required.
* Retirement industry credentials strongly preferred.
* Ability to travel to client locations.
** Expectations
* ** Participation in industry continuing education and conferences
* Represent HUB International and RPW as a superior organization
* Revenue generation by identifying and selling to new clients and cross-selling services to existing clients.
* Career growth in the direction of contributing to RPW practice management.
* Marketing and sales support.
* Drive fueled by curiosity and creativity.
** Work Arrangement:
** We are looking to hire a local candidate into the Pittsburgh office for meetings, especially during training and onboarding. We expect this to be a hybrid role with some work from home flexibility, as well as some time spent in the office each week.

Department Account Management & Service

Required Experience:

5-7 years of relevant experience

Required Travel:
Up to 25%
Required

Education:

Bachelor's degree (4-year degree)
HUB…