Investment Specialist

This Investment Specialist opportunity in Chicago is built around be an expert on your Advisors to efficiently direct them to the right channels as needed. It would suit someone who can bring careful technical judgement and practical problem-solving to the role.

Known job details

• Location: Chicago
• Pay: $60,000 to $65,000
• Work model: Hybrid
• HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages.
• Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succe.
• Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve c.
• At HUB Financial, we empower advisors to grow their practices, enhance their client service.

Likely focus of the role

• Be an expert on your Advisors to efficiently direct them to the right channels as needed.
• Assisting Advisors in growing their investment block.
• Provide support with portfolio solutions, fund options and product analysis.