Financial Planning & Service Associate - Potential for Hybrid Work
About The Position
HUB International is seeking a Financial Planning & Service Associate to join their Retirement and Private Wealth team in their Bethesda, MD office. 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 hands-on, service-oriented, and possess 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 a focus on investing in its people and fostering a culture of belonging.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
