Retirement & Private Wealth Finance Intern

POSITION SUMMARY:

HUB International is seeking to add a Finance Intern in the Cincinnati office to support our growing Retirement & Private Wealth (RPW) business! This internship will provide experience supporting our RPW business and its multiple advisors and will be contributing to the day-to-day activities of the organization. This is a full-time onsite internship in our Cincinnati office for Summer 2026. This internship will not require any licensure and will report to the head of our Retirement & Private Wealth practice.

ABOUT HUB INTERNATIONAL:

Hub International is a leading full-service global insurance broker and financial services firm providing risk management insurance employee benefits retirement and wealth management products and services. With more than 18000 employees in offices located throughout North America Hubs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Great work/life balance because thats important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assist in preparing the Advisory team for upcoming committee meetings
• Attend Retirement Plan Committee meetings take notes and prepare meeting minutes and assist with meeting follow up.
• Assist with updating the company fiduciary filing system ensuring all client files are formatted similarly for ease of access
• Assist with the ongoing management of client files in company CRM system
• Create new client information in systems and coordinate client education priorities
• Orchestrate client communications such as mailing of quarterly newsletters webinar opportunities legislative and regulatory updates and any other necessary communications
• Assist with analysis of companys block of investments identifying potential areas of opportunity and consolidation
• Aid in creation of preferred investment lists
• Review list of cross-sell prospects and identify top targets based on defined criteria
• Assist with reporting for cross-sell and other prospect lists
• Other projects and tasks as necessary

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.

DESIRED SKILLS:

• Be actively enrolled in a Bachelors degree program with a concentration in finance economics or similar relevant business major
• Previous internship or corporate office experience is preferred
• Excellent oral and written English communication skills
• Superior customer service and problem-solving skills
• Demonstrated proficiency with computer systems including but not limited to Microsoft office suite and CRM or agency management systems
• Ability to work in a collaborative team environment
• Strong attention to detail is essential

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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