Financial Planning & Service Associate - Potential for Hybrid Work

HUB International•Bethesda, MD

1d•$50,000 - $65,000•Hybrid

About The Position

HUB International is seeking a Financial Planning & Service Associate to join their Retirement and Private Wealth team in Bethesda, MD. This role involves assisting Investment Advisors in providing excellent client service through the creation and maintenance of financial plans and processing client requests. The ideal candidate will be service-oriented with strong organizational, communication, and interpersonal skills. This position offers potential for advancement within the team, to an Investment Advisor role, and other company positions. HUB International is a large insurance brokerage firm with over 540 locations and more than 20,000 professionals across North America, focusing on insurance, retirement, and wealth management products and services.

Requirements

Bachelor’s 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)
Ability to handle multiple priorities, think critically, and problem solve in a rapidly changing environment
Organized, accurate, detail-oriented
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
1-2 years of relevant experience

Nice To Haves

Experience with goals-based planning software and client relationship management software is a plus

Responsibilities

Promote and enhance client relationships, from onboarding new clients to continued service for existing clients, including communication 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 the Financial Planning & Service Team and Compliance Department.
Coordinate with other teams to ensure all aspects of the client’s accounts, financial plan, and investment portfolio are managed effectively.
Other projects and responsibilities may be added at the company’s discretion.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education