Wealth Management Analyst - Potential for Hybrid Work

Hub International Insurance•Bethesda, MD

4d•$33 - $44•Hybrid

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 a Wealth Management Analyst to join our Retirement and Private Wealth team in our Bethesda, MD office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

Requirements

Bachelor’s Degree from an accredited college or university in Finance or related field preferred
Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
Willingness to learn
Knowledge of mutual fund, stock, bond, insurance, and annuity products
Proficiency in Math and strong analytical skills
Strong spreadsheet skills
Self-starter, good follow-through skills, and strong attention to detail
Excellent verbal, written, analytical, and organizational skills
Ability to interact with people across all levels of the business
Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
Proficiency with computer programs, including MS Excel and Word

Nice To Haves

CFA candidate a plus or desire to become CFA
Prior experience working with independent RIA or wire houses

Responsibilities

Provide technical support to advisors and other team members
Conduct monthly/quarterly/ad hoc practice wide data manipulation
Identify problem areas and summarize for advisor
Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
Look for ways to continually improve our procedures
Manage documentation of investment reporting and processes, paying close attention to compliance protocols
Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
Analyze mutual funds and ETF’s for inclusion in model portfolio
Maintain mutual fund and ETF recommended lists
Maintain up-to-date information on model portfolios performance
Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
In depth and frequent spreadsheet project workload & data manipulation
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Other projects and responsibilities as assigned by Manager

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
Culture & Belonging Employee Networks: At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self.
One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks — communities where connection, support, and impact come to life.
Currently we have the following networks: HUB Women Network HUB Black Inclusion Network Asian Pacific Islander Network Hispanic Network HUB Young Professional Enrichment (HYPE) Indigenous Network Pride Network Military Veterans/Military Spouses & Families Network
Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: Talent – the attraction, recruitment, and hiring of the best diverse talent; Culture – creating a culture of Inclusion and Belonging; and Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.