Part-Time Student Associate

Hub International Insurance • West Chester, PA

2d

About The Position

Legacy Planning, a division of HUB International Northeast, is seeking a part-time Student Associate. The role offers an opportunity to work alongside leading financial advisors and gain experience in advanced financial planning, investment management, insurance, and estate plan design. The associate will learn how wealthy and successful families manage their affairs. The office is within walking distance of campus, and the schedule is flexible to accommodate classes.

The position requires 18 hours per week while school is in session and 20 hours per week during summer and winter breaks. The work takes place in a fast-paced office where advisors and staff work side by side, with business casual attire. Compensation is $18 per hour.

HUB describes its offerings as including structured training, licensing support, and ongoing development opportunities. Benefits and programs vary by employment status, role, location, and eligibility. The company also describes competitive pay, health benefits, retirement savings matching, company-paid life and disability plans, paid time off, paid parental leave, a wellbeing program, community engagement through HUB Gives, and opportunities for career growth.

Requirements

• Be a full-time WCU student studying in a business-related field and looking to pursue a career in financial services.
• Be able to work 18 hours per week while school is in session and 20 hours per week during summer and winter breaks.
• Have a minimum GPA of 3.0 for consideration.
• Demonstrate proficiency in Microsoft Office, specifically Excel, Word, and Outlook.

Responsibilities

• Prepare client review meeting deliverables and supporting documentation.
• Coordinate and execute team marketing efforts.
• Support representative-based projects and initiatives.
• Complete meeting follow-up actions in a timely manner and in accordance with compliance standards.
• Research industry-wide financial information and market trends and update advisors on trends affecting their clients.
• Gain exposure to finance research and planning software, including eMoney and Morningstar.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
• Generous paid time off, paid parental leave, and a wellbeing program.
• Collaborative culture, community impact opportunities through HUB Gives, and room for career growth.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: No Education Listed