Wealth Advisor - Hub International Limited : Job Details

Wealth Advisor

Hub International Limited

Job Location : New York,NY, USA

Posted on : 2025-08-17T17:36:13Z

Job Description :
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 revie...Wealth Advisor, Advisor, Wealth, Financial, Client Success, Banking, Education
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