Financial Services Associate

Hub International Insurance•Blue Bell, PA

About The Position

Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Financial Services Associate to join our Retirement Plan Services Team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning. ROLE OVERVIEW The Financial Services Associate for our Retirement Plan Services Team is designed for professionals with a few years of financial services experience, this role provides hands-on exposure to retirement plans, wealth management, and employee education, along with a clearly supported path to becoming a Wealth Management Advisor. The Financial Services Associate will play a critical role in client experience, advisor support, and business development while progressively building the skills, knowledge, and licensing required to lead client relationships independently.

Requirements

Series 7 and 65 required. If not currently held, tests would need to be taken and passed within the first 6 months of employment.
Interest in pursuing a career as a financial advisor
1-3 years of financial services experience
Strong organizational and communication skills
Ability to manage multiple priorities
Willingness to travel as needed
Securities licenses required
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)

Responsibilities

Retirement Plan & Employee Education Support
Support employee education initiatives for retirement plan clients
Assist with creation and distribution of educational materials and presentations
Coordinate scheduling and logistics for meetings and education sessions
Maintain organized documentation related to education initiatives
Wealth Management & New Business Development
Support wealth management opportunities originating from retirement plans
Maintain and update the wealth management opportunity pipeline
Assist with events supporting education and wealth management growth
Client Onboarding & Service
Support new client onboarding and account setup
Prepare and process applications, transfers, and rollover paperwork
Track asset movement and ensure compliance requirements are met
Assist with money movement and service requests
CRM, Systems & Process Management
Maintain accurate CRM records and internal client setup
Support OneNote, eMoney, and digital file organization
Investment Review & Meeting Support
Schedule and prepare materials for investment reviews
Document meeting notes and track follow-up items
Client Experience & Department Growth
Provide proactive client communication and service updates
Contribute ideas to improve processes and department efficiency