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profile Job Location:

West Chester, OH - USA

profile Monthly Salary: Not Disclosed
Posted on: 4 hours ago
Vacancies: 1 Vacancy

Job Summary

Legacy (A division of Hub International Northeast) is seeking an Intern to join our team! The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning investment management insurance and estate plan design. Learn how wealthy and successful families manage their affairs. Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.

RESPONSIBILITIES (including but not limited to):
Prepare client review meeting deliverables and supporting documentation
Coordinate and execute on team marketing efforts
Support representative-based projects and initiatives
Complete meeting follow-up actions in accordance with compliance standards in a timely manner
Research industry-wide financial information and market trends to update advisors on trends affecting their clients
Gain exposure to finance research and planning software including eMoney and Morningstar

WORK ENVIRONMENT:
Fast-paced office environment with advisors and staff working side-by-side
Business casual attire


REQUIREMENTS:
Full-time WCU student studying in a business-related field who is looking to pursue a career in financial services
Ability to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaks
Minimum GPA of 3.0 for consideration
Ability to demonstrate proficiency in Microsoft Office (specifically Excel Word & Outlook)

COMPENSATION:
$18/hour

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: Some college (no 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:

Intern

Legacy (A division of Hub International Northeast) is seeking an Intern to join our team! The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning investment management insurance and estate plan design. Learn ho...
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Key Skills

  • Campaigns
  • Abinitio
  • AutoCAD 3D
  • Hardware & Networking
  • Customer Support
  • Arabic

About Company

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HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.

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