Financial Services Associate

Hub International Insurance•Allentown, PA

1d•Hybrid

About The Position

Legacy Planning Partners, a HUB International company in its Retirement & Private Wealth division, is seeking a Financial Services Assistant for its Allentown, Pennsylvania location. The role supports one to two Senior Advisors in managing and deepening relationships with existing clients. There is no expectation of new-client acquisition or independent sales; the focus is on delivering an exceptional client experience and becoming a trusted extension of the advisory team. The position is intended for someone who wants to build a career in financial planning and has an interest in investment and insurance portfolio management. The Associate works collaboratively with the advisory team and relies on team members for onboarding and operational service execution, allowing a focus on client relationships. The role involves participating in client meetings and helping prepare and deliver financial plans, investment proposals, and insurance analyses. A flexible schedule is available, including work from home when the day's workload allows. The position requires a bachelor's degree and at least one year of experience in a related field. The successful candidate must be willing to obtain the SIE, Series 7, Series 66, and Life, Accident & Health licenses. Legacy Planning Partners will support and fund the cost of required exams for candidates who do not yet hold them.

Requirements

Bachelor's degree.
At least one year of experience in a related field.
Willingness to obtain the SIE, Series 7, Series 66, and Life, Accident & Health licenses.
Strong organizational skills, attention to detail, and reliable follow-through.
Excellent interpersonal skills and ability to handle sensitive and confidential situations.
Ability to manage multiple priorities while maintaining accuracy, professionalism, and a positive attitude.
Strong communication skills and a collaborative approach.

Nice To Haves

Genuine passion for helping clients work toward financial goals and make meaningful progress over time.
Eagerness to grow within financial planning, with strategic thinking, knowledge, and curiosity.
Interest in financial planning and understanding of investment and insurance portfolio management fundamentals.
Warm, engaging presence in client interactions.
Dependability, accountability, appreciation, and professionalism.

Responsibilities

Attend and actively participate in client meetings alongside the Senior Advisor, contributing to portfolio reviews, planning discussions, and delivery of financial planning materials.
Collaborate with the broader team on client onboarding and ongoing service.
Assist in preparing and delivering financial plans, investment proposals, and insurance analyses tailored to clients' goals and circumstances.
Build trust-based relationships with clients through consistent, responsive service and commitment to their financial well-being and long-term goals.
Work with investment and insurance partners to gather information and fulfill client requests in a timely manner.
Track meeting notes and action items following client reviews, ensuring timely follow-through and compliance documentation.
Participate in regular team meetings and contribute to collaboration, open communication, and shared accountability.

Benefits

Medical, dental, vision, and prescription drug coverage.
Health Plan Reimbursement Program.
Health Savings Account and Flexible Spending Accounts.
401(k) savings plan.
Life and disability plans.
Long-term care.
Employee Assistance Program.
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.
Comprehensive onboarding and continuing education.
Structured training, licensing support, and ongoing development opportunities.
Retirement savings matching.
Company-paid life and disability plans.
Paid parental leave.
Paid time off.