Financial Planning & Wealth Associate Potential for Hybrid Work

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We are looking for a Financial Planning & Wealth Associate to join our Private Wealth team at our Bethesda MD office. This role supports our Advisors with financial planning workflows meeting preparation and day-to-day client service and is designed as a launching pad for a long-term career in wealth management.

The selected individual will be responsible for supporting our Advisors with financial planning workflows and providing excellent client service. This is an excellent opportunity for an individual eager to build a career in financial services with clear potential for advancement within the Financial Planning & Wealth Team. The successful candidate must be a detail-oriented individual with exceptional organizational communication and interpersonal skills.

Job Responsibilities:

Client Service & Relationship Support

• Promote and enhance client relationships from the onboarding of new clients to the continued service provided for existing clients including communication to process requests resolve inquiries and update key information
• Communicate professionally with clients via phone and written correspondence
• Serve as a reliable point of contact for client service requests account maintenance and follow-up coordination

Financial Planning & Meeting Support

• Support advisors in preparing materials for 20 client meetings per month delivered 3 days in advance (agendas reports performance summaries planning documents)
• Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
• Coordinate with Advisors & Client Service team to manage scheduling set appointments and communicate with clients as needed

Operations & Documentation

• Review organize process and submit completed client paperwork to custodians; track requests through to completion
• Maintain detailed client records in Orion & Dynamix CRM ensuring accuracy and timely updates
• Support new client onboarding process collaborating with the onboarding team to ensure seamless account setup and transitions
• Maintain regulatory documents for the Financial Planning & Wealth Team and Compliance Department

Collaboration & Growth

• Collaborate cross-functionally with onboarding investment and operations teams to ensure all aspects of client accounts financial plans and portfolios are managed effectively
• Develop platform expertise across key systems (eMoney Orion Schwab/Fidelity) with the goal of becoming a team resource
• Support insurance review tracking and application processes as needed
• Other projects and responsibilities as necessary

Qualifications:

Required

• Bachelors degree in Business Finance or a related field
• Proficiency with Microsoft 365 (Outlook Excel Teams SharePoint)
• Exceptional organizational skills with strong attention to detail
• Professional verbal and written communication skills
• Ability to manage multiple priorities think critically and problem-solve in a dynamic environment
• Passion for helping clients and a genuine interest in financial planning and wealth management
• Willingness to learn new skills systems and processes

Preferred

• 12 years of experience in a Registered Investment Advisor (RIA) or financial services setting
• Experience with financial planning software (e.g. eMoney Orion) or CRM tools
• Series 65 license (or willingness to obtain within first year)
• Interest in pursuing CFP designation or other professional certifications
• Enthusiasm for leveraging AI and emerging technology to enhance workflows improve efficiency and elevate the client experience

What We Offer You:

At HUB International were invested in your success both inside and outside of work. Our benefits are designed to support your well-being empower your growth and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance weve got you covered.

We believe in continuous learning and career momentum. Whether youre just getting started or ready to take the next step HUB provides the tools mentorship and opportunities to help you thrive. When you grow we grow!

Benefits you may enjoy working at HUB International Mid-Atlantic 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
• Long-Term Care
• Identity Theft Group Legal Accident Critical Illness Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation Holiday Sick and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

Culture & Belonging Employee Networks:

At HUB inclusion isnt just a core value its a shared commitment. Were building a workplace where every voice is heard every person is respected and everyone can show up as their authentic self.

One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks communities where connection support and impact come to life.

Currently we have the following networks:

• HUB Women Network
• HUB Black Inclusion Network
• Asian Pacific Islander Network
• Hispanic Network
• HUB Young Professional Enrichment (HYPE)
• Indigenous Network
• Pride Network
• Military Veterans/Military Spouses & Families Network

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged 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 $50000 to $65000 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 paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

Apply today!

*LI-AM

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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