• Wealth Advisor

    HUB International (New York, NY)


    About HUB/TCG:

    HUB International is a 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. A subsector of HUB, Trusted Capital Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services for unique client segments, including the music and entertainment industry.

    Mission Statement:

    HUB is a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and institutions to build long-term financial success. We provide trusted financial guidance, investment strategies, and personalized planning with a strong commitment to education, service, and client outcomes.

    Position Summary:

    As a Financial Strategist serving the music and entertainment industry, you will act as a key advisor to artists, performers, and other professionals with non-traditional income streams. This role blends financial coaching, strategic planning, and client service. You will deliver tailored wealth strategies, manage relationships, and help creatives make informed financial decisions aligned with their careers.

    Focus and Responsibilities:

    - Serve as the primary financial point of contact for clients in the music and entertainment space.

     

    - Conduct discovery meetings to understand financial goals, lifestyle needs, and variable income streams (e.g., tour earnings, royalties, freelance contracts).

     

    - Educate clients on financial literacy topics including budgeting, taxes, insurance, entity formation, and investment basics.

     

    - Collaborate with senior advisors to create and execute personalized financial plans.

     

    - Coordinate execution of investment strategies, insurance enrollments, and portfolio reviews.

     

    - Guide clients through budgeting, cashflow planning, and savings strategies for short-term, emergency, and long-term goals.

     

    - Maintain accurate CRM records and manage onboarding workflows.

     

    - Partner with tax, legal, and compliance teams to ensure regulatory adherence.

     

    - Proactively track service milestones and follow up on client needs.

     

    - Contribute to the development of educational materials and client-facing resources.

     

    - Support financial education workshops and industry-focused client engagement events.

    Skills/Experience Required:

    - Bachelor’s degree in finance, business, economics, music business, or a related field.

     

    - 1–3 years of experience in financial services, financial coaching, or wealth management.

     

    - Familiarity with the music and entertainment landscape and its financial dynamics.

     

    - Strong interpersonal and consultative skills with a client-first mindset.

     

    - Series 65 or equivalent licensing preferred or willingness to obtain.

    What You’ll Gain:

    - Be part of a growing advisory team focused on empowering creatives and entertainment professionals.

     

    - Collaborate with industry experts in investment, insurance, and tax strategy.

     

    - Work in a flexible, mission-driven environment that values education and client success.

     

    - Make a meaningful impact on the financial futures of artists and creators.

    Additional Information:

    Compensation: $36,000 plus commission

     

    Experience: 1–3 years of relevant experience

     

    Travel: Occasional travel may be required for client events or presentations.

     

    Education: Bachelor’s degree or equivalent experience

     

    Department Sales

     

    Required Experience: 2-5 years of relevant experience

     

    Required Travel: Up to 25%

     

    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.

     

    E-Verify Program (https://hubinternational.jobs/e-verify/)

     

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