Financial Planning & Service Associate - Potential for Hybrid Work

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, recognized as one of America's Greatest Workplaces for Culture, Belonging, and Community, one of America's Most Patriotic Companies, and among the top 20 Best Finance Companies to Work For as rated by women. Our internship program is also ranked fourth in Vault's 2026 Best Internships for Insurance. We help individuals, families, and businesses protect and plan for what matters most through insurance, retirement, and wealth management products and services. As one of the world's largest insurance brokerages, HUB brings together global resources and regional agility across over 540 locations and 20,000 professionals in North America.

About the role

The Financial Planning & Service Associate will assist Investment Advisors in providing excellent service to clients through financial plan creation, maintenance, and processing client requests. This position offers potential for advancement within the Financial Planning & Service Team, to an Investment Advisor role, or other roles throughout the company.

Responsibilities

• Promote and enhance client relationships, from onboarding new clients to providing continued service for existing clients, including communication to process requests, resolve inquiries, and update key information
• Communicate professionally with clients via phone or written correspondence
• Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
• Review, organize, process, and submit completed client paperwork to custodians, and track requests to completion
• Input detailed client notes into Redtail CRM (Client Relationship Management Software)
• Coordinate with Investment Advisors to set up availability in scheduling software, set appointments, and communicate with clients to reschedule canceled appointments
• Maintain various regulatory documents for the Financial Planning & Service Team and Compliance Department
• Coordinate with other teams to ensure all aspects of the client’s accounts, financial plan, and investment portfolio are managed effectively
• Other projects and responsibilities may be added at the company’s discretion

Requirements

• Bachelor’s Degree in Business or work experience in financial planning/financial services industry
• Currently holds Series 65 or ability to pass necessary securities license exam(s)
• Experience with goals-based planning software and client relationship management software is a plus
• Ability to handle multiple priorities, think critically, and problem solve in a rapidly changing environment
• Organized, accurate, and detail-oriented
• Professional verbal and written communication skills
• Passion for helping others achieve their financial goals
• Proficiency in Microsoft Suite
• Willingness to learn new skills and processes
• 1-2 years of relevant experience

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Pay

The expected salary range for this position is $60,000 to $75,000 annually, impacted by factors such as skills, experience, and working location.