Financial Planning & Wealth Associate - Potential for Hybrid Work

Hub International Insurance•Bethesda, MD

11d•$50,000 - $65,000•Hybrid

About The Position

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re 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 don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 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. Let’s grow together. If you're 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.

Requirements

Bachelor’s 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
1–2 years of experience in a Registered Investment Advisor (RIA) or financial services setting

Nice To Haves

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

Responsibilities

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
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
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
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

Benefits

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 isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self.
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.