Summer Intern, Retirement and Private Wealth

HUB International•Rockville, MD

1d•$15 - $20•Onsite

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 currently have an opportunity for an Intern to join our Retirement and Private Wealth team in our Rockville, MD office. As an Intern, you will progress toward becoming a thought leader of the future. You will have the opportunity to partner with different teams within the organization, work on real assignments that will draw on your creativity, require you to analyze data, form conclusions and present results. This means giving you opportunities to contribute to projects and experience first-hand what we do and how we do it. It also means helping you develop key skills, such as project management and business presentations. You will do work that takes you out of your comfort zone and apply what you have learned to real-life intellectual challenges. Summer interns are also given a major research project and are expected to present their findings to the leadership team at the conclusion of the program.

Requirements

Organized, accurate, detail oriented
Professional verbal and written communication skills
Ability to remain flexible and demonstrate good problem-solving skills
Willingness to learn new skills and processes
Proven ability to handle multiple projects and meet deadlines
Advanced Microsoft Word, PowerPoint, and Excel skills
Proficiency with Adobe Creative Suite—specifically Photoshop, InDesign, and Illustrator
Upper-level undergraduate student or graduate student, preferably in business or a business-related program

Responsibilities

Data entry and analysis using financial planning tools
Gather information for client financial matters and meeting preparation
Review client reports and files
Conduct basic investment research
Create financial planning presentations
Attend company and team meetings
Attend formal training sessions
Office administrative support including copying, scanning and filing
Help plan and attend events including workshops
Work with various technology applications including Redtail and Smartsheet
Special projects under the direction of senior team leaders

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