Wealth Management Client Support Analyst

Hub International Insurance • Coral Gables, FL

5d • Hybrid

About The Position

HUB International South Florida is seeking a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build a strong foundation in wealth management operations and client service. You’ll play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.

Requirements

• Bachelor’s degree ; Finance, Business, or a related field preferred
• FINRA Securities Industry Essentials (SIE) Exam within 90 days of hire date
• Strong attention to detail and commitment to accuracy
• Proficiency with Microsoft Office Suite; experience with CRM or financial planning platforms is a plus
• Excellent organizational and time management skills
• Strong written and verbal communication skills
• Less than 1 year of relevant experience

Nice To Haves

• A genuine interest in equity and bond markets, with a desire to stay informed on market developments
• A growth mindset — someone willing to learn the business from the ground up and pursue additional licensing (Series 7 , 66 , or 63 & 65 ) over time
• A team player who takes initiative, asks good questions, and follows through on commitments
• Someone who takes pride in doing things the right way — accuracy, compliance, and client trust are non-negotiable in this role

Responsibilities

• Perform accurate and timely data entry across client accounts, custodial platforms, and internal systems
• Process and manage new account applications and account maintenance requests
• Execute and track money movement transactions, including transfers, distributions, and contributions
• Support advisor workflows including paperwork preparation, document management, and compliance-related tasks
• Coordinate with custodians and internal teams to ensure smooth processing of transactions
• Maintain organized and up-to-date client records in accordance with firm policies
• Assist with onboarding new clients and supporting ongoing client service needs

Benefits

• Full-time, in-office position with hybrid flexibility (up to 2 days remote) available after 90 days
• Mentorship from experienced financial advisors and operations professionals
• A clear path for career growth and licensing support
• Exposure to a wide range of financial planning strategies and investment solutions
• Competitive compensation commensurate with experience

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree