Part-Time Student Associate

HUB International • West Chester, PA

4d

About The Position

Legacy Planning, a division of HUB International Northeast, is seeking a part-time Student Associate to work alongside leading financial advisors. The role offers practical exposure to advanced financial planning, investment management, insurance, and estate plan design, as well as insight into how wealthy and successful families manage their affairs. The office is within walking distance of campus and offers flexible hours to accommodate class schedules.

The associate will prepare client meeting materials, support marketing and team projects, complete compliant meeting follow-up, and research financial information and market trends. The position also provides exposure to finance research and planning software, including eMoney and Morningstar. The role is based in a fast-paced office where advisors and staff work side-by-side, with business casual attire.

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 to 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.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• A wellbeing program designed to support work/life balance.
• A collaborative, high-performing culture with community impact through HUB Gives and opportunities for career growth.

What This Job Offers

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