1

Ae Wealth Management Jobs (NOW HIRING)

... wealth management solutions. With more than 600 offices and over 20,000 employees across North ... The AE will interface with Account Managers (AMs) directly for assigned accounts, involving ...

... wealth management solutions. With more than 600 offices and over 20,000 employees across North ... The AE will interface with Account Managers (AMs) directly for assigned accounts, involving ...

... wealth management solutions. With more than 600 offices and over 20,000 employees across North ... The AE will interface with Account Managers (AMs) directly for assigned accounts, involving ...

... wealth management solutions. With more than 600 offices and over 20,000 employees across North ... The AE will interface with Account Managers (AMs) directly for assigned accounts, involving ...

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers ... wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in ...

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers ... wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in ...

... and wealth management markets. You'll partner closely with our customer success organization to land and expand strategic accounts. This role is for an experienced AE who can operate with autonomy ...

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers ... wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in ...

next page

Showing results 1-20

Ae Wealth Management information

See salary details

$47K

$103.1K

$148.5K

How much do ae wealth management jobs pay per year?

As of Jun 15, 2026, the average yearly pay for ae wealth management in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals working at AE Wealth Management, and how can new hires effectively navigate them?

Professionals at AE Wealth Management often encounter challenges such as adapting to rapidly changing financial markets, staying current with regulatory updates, and managing a diverse client portfolio with unique goals. New hires can navigate these challenges by proactively seeking mentorship, participating in ongoing training programs, and leveraging internal resources and technology platforms provided by AE Wealth Management. Building strong relationships with colleagues and collaborating across departments also helps in sharing best practices and staying informed about industry trends.

What is the difference between Ae Wealth Management vs Financial Advisor?

AspectAe Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial firms, wealth management firms, banksIndependent or firm-based, financial institutions
Industry UsageUsed in wealth management firms, private banksCommon across financial planning, investment firms

Both Ae Wealth Management professionals and Financial Advisors typically hold similar certifications and work within financial institutions. While Ae Wealth Management focuses on managing high-net-worth client portfolios, Financial Advisors may serve a broader client base, including individuals and small businesses. The roles often overlap, but Ae Wealth Management tends to emphasize personalized wealth strategies for affluent clients.

What is AE Wealth Management?

AE Wealth Management is a financial services firm that provides investment management, retirement planning, insurance solutions, and financial advisory services. The company works with independent financial advisors to help clients manage and grow their wealth. AE Wealth Management offers a wide range of financial products and tools, including portfolio strategies, financial planning resources, and educational materials. Their goal is to help individuals and families achieve financial confidence and security through personalized planning and support.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in wealth management, you need a solid background in finance, investment strategies, and financial planning, typically supported by a bachelor’s degree in finance or a related field and relevant licenses such as FINRA Series 7 or CFP certification. Familiarity with financial analysis software, CRM systems, and portfolio management tools is essential for daily operations. Strong interpersonal skills, ethical judgment, and excellent communication abilities help build trust and provide tailored advice to clients. These skills are crucial for developing client relationships, managing complex portfolios, and ensuring clients achieve their financial goals.
Infographic showing various Ae Wealth Management job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Account Executive - Personal Lines

Account Executive - Personal Lines

HUB

Tucson, AZ

Full-time

Medical, Life

Posted 6 days ago


Job description

About HUB International

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB?

Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

are seeking a progressive work environment at a rapidly growing organization

have a desire to help others protect their future

have an entrepreneurial spirit and are challenged by the opportunity to grow the business

are focused on learning and development to enhance your industry knowledge and expertise

are a self-starter willing to invest time and energy to learn the technical aspects of our business

believe in integrity and building success by developing relationships with others

Account Executive (AE)

The Account Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account retention. Working alongside Producers (aka "Client Executives / Sales") as assigned, the AE shall be principally responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

The AE will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the AE. Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AM.

JOB RESPONSIBILITIES

  • Working alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances no Producer will be assigned and the AE also is primarily responsible for client relationship management.)

  • Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.

  • Establish and maintain strong and productive professional relationships with "C-Level" and other decision makers for assigned HUB clients.

  • Possess a detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.

  • Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients.

  • Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.

  • Work cooperatively and professionally with AM colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AM team members. Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts.

  • Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client.

  • Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk.

  • Manage HUB Top 200 process.

  • Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.

  • Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting.

  • Possess a mastery of the various HUB resources and tools that are available via "HUB Today," employing same to best serve assigned clients and work with Producers.

  • Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations.

  • Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client's office.

  • Be actively involved with professional and/or civic associations on behalf of HUB.

  • This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.

QUALIFICATIONS

  • Property and Casualty Insurance License required

  • BA or BS degree preferred

  • 5-7 years of experience servicing large accounts

  • Experience with influencing C-level executives

  • Proficiency in working with high net worth and private client carriers

  • Exceptional written and verbal communication skills

  • Proficiency with Microsoft Office Suite and PowerPoint programs

  • High energy, detail-oriented self-starter

  • Strong leadership, mentoring, and team-building skills

  • Significant skill in handling competing demands and projects

  • Excellent organizational skills and ability to prioritize and delegate responsibility

  • Willingness to travel

  • Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

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

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 teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.