Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience * Track meeting activity. QUALIFICATIONS Education * Bachelor's degree in ...
Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience * Track meeting activity. QUALIFICATIONS Education * Bachelor's degree in ...
Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience * Track meeting activity. QUALIFICATIONS Education * Bachelor's degree in ...
Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience * Track meeting activity. QUALIFICATIONS Education * Bachelor's degree in ...
Academic Advisor
Gary, IN · On-site
$41K - $51K/yr
The department partners with faculty, academic units, and campus support services to provide comprehensive guidance throughout a student's educational journey. Advisors play a critical role in ...
Academic Advisor
Gary, IN · On-site
$41K - $51K/yr
The department partners with faculty, academic units, and campus support services to provide comprehensive guidance throughout a student's educational journey. Advisors play a critical role in ...
Academic Advisor Master's (Academic Advisor)
Indianapolis, IN · On-site
$40K - $49K/yr
EDUCATION Required * Master's degree in a related field. WORK EXPERIENCE Required * 2 years in student affairs, teaching, academic advising, or a related field. Experience in a student-focused ...
Academic Advisor Master's (Academic Advisor)
Indianapolis, IN · On-site
$40K - $49K/yr
EDUCATION Required * Master's degree in a related field. WORK EXPERIENCE Required * 2 years in student affairs, teaching, academic advising, or a related field. Experience in a student-focused ...
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Delivering educational presentations to clients and staff * Developing new client relationships via ...
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Delivering educational presentations to clients and staff * Developing new client relationships via ...
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Delivering educational presentations to clients and staff * Developing new client relationships via ...
Financial Advisor
Fort Wayne, IN · On-site
SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Delivering educational presentations to clients and staff * Developing new client relationships via ...
Enrollment Advisor
Elkhart, IN · On-site
Enrollment Advisor Company Overview ... AYS Inc is a leading provider of educational services, offering a wide range of programs and ...
Enrollment Advisor
Elkhart, IN · On-site
Enrollment Advisor Company Overview ... AYS Inc is a leading provider of educational services, offering a wide range of programs and ...
Academic Advisor
Bloomington, IN · On-site
$38K - $47K/yr
EDUCATION Required * Master's degree in related field. Preferred * Master's degree in a liberal arts field. WORK EXPERIENCE Required * 2 years in student affairs, teaching, academic advising, or ...
Academic Advisor
Bloomington, IN · On-site
$38K - $47K/yr
EDUCATION Required * Master's degree in related field. Preferred * Master's degree in a liberal arts field. WORK EXPERIENCE Required * 2 years in student affairs, teaching, academic advising, or ...
Undergraduate Academic Advisor (Academic Advisor)
Indianapolis, IN · On-site
$40K - $49K/yr
EDUCATION Required * Master's degree in a related field. WORK EXPERIENCE Required * 2 years in student affairs, teaching, academic advising, or a related field. Experience in a student-focused ...
Undergraduate Academic Advisor (Academic Advisor)
Indianapolis, IN · On-site
$40K - $49K/yr
EDUCATION Required * Master's degree in a related field. WORK EXPERIENCE Required * 2 years in student affairs, teaching, academic advising, or a related field. Experience in a student-focused ...
Graduate Advisor
West Lafayette, IN · On-site
Center the student in an asset framed approach where advising differentiates educational guidance to meet students where they are and acknowledges the critical value of each student's unique social ...
Graduate Advisor
West Lafayette, IN · On-site
Center the student in an asset framed approach where advising differentiates educational guidance to meet students where they are and acknowledges the critical value of each student's unique social ...
Associate Wealth Advisor
Lafayette, IN · On-site
Personal commitment to continuing education for professional development and growth. * Proficient ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive ...
Associate Wealth Advisor
Lafayette, IN · On-site
Personal commitment to continuing education for professional development and growth. * Proficient ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive ...
Associate Wealth Advisor
Lafayette, IN · On-site
Personal commitment to continuing education for professional development and growth. * Proficient ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive ...
Associate Wealth Advisor
Lafayette, IN · On-site
Personal commitment to continuing education for professional development and growth. * Proficient ... Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive ...
Academic Advisor
Bloomington, IN · On-site
$42K - $45K/yr
In this role, you'll provide personalized academic advising to help students define and achieve ... Bachelor's degree in education, psychology, counseling, social work, or related fields. Master ...
Academic Advisor
Bloomington, IN · On-site
$42K - $45K/yr
In this role, you'll provide personalized academic advising to help students define and achieve ... Bachelor's degree in education, psychology, counseling, social work, or related fields. Master ...
Academic Advisor
Marion, IN · On-site
$43K - $46K/yr
Maintain academic advising records in compliance with College and the Family Educational Rights and Privacy Act (FERPA) * Develop and maintain appropriate relationships with students, faculty, and ...
Academic Advisor
Marion, IN · On-site
$43K - $46K/yr
Maintain academic advising records in compliance with College and the Family Educational Rights and Privacy Act (FERPA) * Develop and maintain appropriate relationships with students, faculty, and ...
Academic Advisor
Marion, IN · On-site
$43K - $46K/yr
Maintain academic advising records in compliance with College and the Family Educational Rights and Privacy Act (FERPA) * Develop and maintain appropriate relationships with students, faculty, and ...
Academic Advisor
Marion, IN · On-site
$43K - $46K/yr
Maintain academic advising records in compliance with College and the Family Educational Rights and Privacy Act (FERPA) * Develop and maintain appropriate relationships with students, faculty, and ...
Academic Advisor
West Lafayette, IN · On-site
$46K/yr
Academic Advisor City: West Lafayette Job Summary Academic Advisors foster an inclusive and ... Education and Experience Qualified candidates will need: * Must have an earned graduate or ...
Academic Advisor
West Lafayette, IN · On-site
$46K/yr
Academic Advisor City: West Lafayette Job Summary Academic Advisors foster an inclusive and ... Education and Experience Qualified candidates will need: * Must have an earned graduate or ...
Academic Advisor
Indianapolis, IN · On-site
$53K - $55K/yr
Academic Advisor Location: Indianapolis Campus Job Type: Full-time Classification: E-1 Salary Range ... We exist to change lives through quality education. Our work strengthens individuals, families ...
Academic Advisor
Indianapolis, IN · On-site
$53K - $55K/yr
Academic Advisor Location: Indianapolis Campus Job Type: Full-time Classification: E-1 Salary Range ... We exist to change lives through quality education. Our work strengthens individuals, families ...
Academic Advisor
Indianapolis, IN · On-site
$53K - $55K/yr
Academic Advisor Location: Indianapolis Campus Job Type: Full-time Classification: E-1 Salary Range ... We exist to change lives through quality education. Our work strengthens individuals, families ...
Academic Advisor
Indianapolis, IN · On-site
$53K - $55K/yr
Academic Advisor Location: Indianapolis Campus Job Type: Full-time Classification: E-1 Salary Range ... We exist to change lives through quality education. Our work strengthens individuals, families ...
Education: Bachelor's degree (4 years) * Experience: 3 to 4 years * Skills: Demonstrates strong ... advising and communication Excellent customer service and interpersonal skills that can create a ...
Quick apply
Education: Bachelor's degree (4 years) * Experience: 3 to 4 years * Skills: Demonstrates strong ... advising and communication Excellent customer service and interpersonal skills that can create a ...
Education: Bachelor's degree (4 years) * Experience: 3 to 4 years * Skills: Demonstrates strong ... advising and communication Excellent customer service and interpersonal skills that can create a ...
Education: Bachelor's degree (4 years) * Experience: 3 to 4 years * Skills: Demonstrates strong ... advising and communication Excellent customer service and interpersonal skills that can create a ...
Education Advisor information
See Indiana salary details
$30K - $35.6K
12% of jobs
$39.6K is the 25th percentile. Wages below this are outliers.
$35.6K - $41.2K
19% of jobs
$41.2K - $46.8K
13% of jobs
The median wage is $52.1K / yr.
$46.8K - $52.5K
7% of jobs
$52.5K - $58.1K
7% of jobs
$63.5K is the 75th percentile. Wages above this are outliers.
$58.1K - $63.7K
18% of jobs
$63.7K - $69.3K
12% of jobs
$69.3K - $75K
4% of jobs
$75K - $80.6K
5% of jobs
$80.6K - $86.2K
3% of jobs
$86.2K - $91.8K
0% of jobs
$30K
$56.2K
$91.8K
How much do education advisor jobs pay per year?
What is an education advisor?
What are the key skills and qualifications needed to thrive as an education advisor, and why are they important?
How does an education advisor typically collaborate with faculty and students to support academic success?

Full-time
Medical, Life, Retirement
Posted 26 days ago
HUB International rating
8.0
Based on 140 frontline employees who took The Breakroom Quiz
163rd of 304 rated insurance
Job description
At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
What We Offer You
At HUB International, we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Summary
The Wealth Advisor manages existing client relationships, delivering comprehensive financial planning and investment advisory services. This role can function independently with a personal book of business or work collaboratively with a more experienced advisor on larger, complex relationships. The Wealth Advisor demonstrates full competency in financial planning, client service, compliance, and relationship management while demonstrating business development capabilities.
Job Responsibilities
- Manage existing client relationships as primary advisor, independently or in collaboration with senior advisors
- Demonstrate consistent year-over-year AUM growth through new client acquisition and deepening existing relationships
- Actively prospect and develop new wealth management client relationships
- Prepare and implement comprehensive financial plans addressing wealth accumulation, retirement, tax, estate, and risk management
- Lead client meetings, track correspondence, and present planning recommendations with clarity and confidence
- Conduct regular portfolio reviews, rebalancing, and investment allocation adjustments aligned with client goals
- Proactively identify changes in client circumstances and recommend adjustments to financial strategies
- Develop and present investment policy statements and asset allocation recommendations
- Coordinate with estate planning attorneys, CPAs, and other professionals on behalf of clients
- Ensure all client interactions and recommendations comply with fiduciary standards and firm policies
- Maintain thorough documentation of client meetings, decisions, and recommendations in CRM
- Participate in business development activities including client referrals and networking events
- Stay current on tax law changes, investment products, and financial planning best practices
EDUCATION & ENGAGEMENT KEY RESPONSIBILITIES
- Provide financial education and advice to help retirement plan participants make informed decisions about retirement savings and overall financial wellbeing
- Educate employees on their full retirement picture: Social Security, pension plans, employer plans (401(k), 403(b), etc.), and individual savings (IRA, 529, non-qualified investments, and more)
- Deliver programming through one-on-one meetings, webinars, workshops, group sessions, and newsletters
- Assist with benefits fairs, open enrollments, retirement seminars, and employer-hosted appointments
- Proactively engage with plan sponsors, advisors, and client service team to enhance the participant education experience
- Track meeting activity.
QUALIFICATIONS
Education
- Bachelor's degree in business, finance, economics, or related field required
Licenses & Credentials
- Series 65 required; if associated with a Broker-Dealer: SIE, Series 7, and Series 66
- Financial planning designations a plus - such as CFP®, CFA, ChFC, CIMA, CASL®, AIF®, or equivalent
Experience
- 4-7 years of experience in financial planning and wealth management
- Demonstrated competency in financial planning, client service, compliance, relationship management, and coaching
- Proven ability to manage client relationships independently with high satisfaction
- Strong knowledge of investment strategies, tax planning, retirement planning, and estate planning
- Experience preparing and presenting comprehensive financial plans
- Track record of building trusted, long-term advisor relationships with clients
- Proficiency with financial planning software, portfolio management systems, and CRM platforms
- Excellent communication skills with ability to explain complex concepts in accessible terms
- Growing business development capabilities including networking and relationship building
- Regional travel required
OUR IDEAL CANDIDATE
- Demonstrates an unwavering passion for collaborating with individuals, delivering practical guidance, and consistently exceeding service expectations
- Embodies self-motivation and proactive initiative - consistently goes above and beyond to accomplish tasks and achieve objectives
- Exhibits exceptional verbal and written communication skills, fostering meaningful connections and trust
- Embraces technology with confidence; proficient in Microsoft Office Suite and eager to adopt new tools including our CRM and specialized software
- Exercises impeccable judgment, operates with urgency in fast-paced environments, and meets deadlines with precision
- Holds themselves accountable, taking full ownership of responsibilities and delivering outcomes with integrity and seamless follow-through
- Values diverse perspectives and builds consensus and understanding across teams and client relationships
Department Account Management & Service
Required Experience:
Required Travel:
Required Education:
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 team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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