Financial Planning Service Associate - Potential for Hybrid Work
Financial Planning Service Associate - Potential for Hybrid Work
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Job Description
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International you become part of the largest privately owned global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services.
In addition to winning the Gold Stevie Award for Employer of the Year in 2023 HUB is honored to be recognized by Forbes as one of Americas Best Large Employers in 2024. HUB also won the Insurance Business Americas 5Star Diversity Equity and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse entrepreneurial and fast paced team environment supported by over 19000 professionals in 600 offices across North America.
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.
What You Bring:
You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services mergers and acquisitions and a great team of people. As part of our talent engine you will exemplify our strong core values which drive our unique corporate culture. HUBs entrepreneurial spirit is evident in our people products and philanthropic initiatives and we are passionate about our talent.
We currently have an opportunity for a Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen VA office.
The selected individual will be responsible for assisting our Investment Advisors in providing excellent service to our clients through the creation and maintenance of financial plans and the processing of client requests. The successful candidate must be a handson serviceoriented individual with exceptional organizational communication and interpersonal skills. This position has the potential for advancement within the Financial Planning & Service Team to an Investment Advisor role and other roles throughout the company.
Job Responsibilities will include but are not limited to:
- Promote and enhance client relationships from the onboarding of a new client to the continued service provided for existing clients including communication with clients to process requests resolve inquiries and update key information
- Communicate professionally with clients via phone or written correspondence
- Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
- Review organize process and submit completed client paperwork to custodians and track requests to completion
- Input detailed client notes into Redtail CRM (Client Relationship Management Software)
- Coordinate with Investment Advisors to set up availability in scheduling software set appointments and communicate with clients to reschedule canceled appointments
- Maintain various regulatory documents for Financial Planning & Service Team and Compliance Department
- Coordinate with other teams to ensure all aspects of the clients accounts financial plan and investment portfolio are managed effectively
- Other projects and responsibilities may be added at the companys discretion
Qualifications:
- Bachelors Degree in Business or work experience in financial planning/financial services industry
- Currently holds Series 65 or ability to pass necessary securities license exam(s)
- Experience with goalsbased planning software and client relationship management software is a plus
- Ability to handle multiple priorities think critically and problem solve in a rapidly changing environment
- Organized accurate detailoriented
- Professional verbal and written communication skills
- Passion for helping others achieve their financial goals
- Proficiency in Microsoft Suite
- Willingness to learn new skills and processes
What We Offer You:
At HUB International we want you to achieve an even worklife 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 careerdriven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International MidAtlantic Inc:
- Medical Dental Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- LongTerm Care
- Identity Theft Group Legal Accident Critical Illness Pet Insurance and many more!
- LowCost Loan Program and Student Loan Resources
- Vacation Holiday Sick and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day DressCode
Employee Resource Groups and Voices of HUB Employee Groups:
All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard valued respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.
Currently we have two ERGs:
- HUB Women Network
- HUB Black Inclusion Network
Our Voices of HUB Groups are:
- Asian Pacific Islander Voices
- Hispanic Voices
- HUB Young Professional Enrichment (HYPE)
- Indigenous Voices
- Pride Voices
- Military Veterans/Military Spouses & Families Voices
Employees engaged in these groups all have an interest in raising awareness at HUB supporting the threepronged D&I Strategy:
- Talent the attraction recruitment and hiring of the best diverse talent;
- Culture creating a culture of Inclusion and Belonging; and
- Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.
The expected salary range for this position is $25.00 to $30.00 hourly and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paidtimeoff benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.
Apply today!
*LIAM
Department Account Management & ServiceRequired Experience: 12 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelors degree 4year 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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
IC
Employment Type
Full-Time
