Financial Planning & Service Associate

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 17,000 professionals in 600 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.

The selected individual will be responsible for assisting our Investment Advisors in providing excellent service to our clients through the creation and maintenance of financial plans and the processing of client requests. The successful candidate must be a hands-on, service-oriented individual with exceptional organizational, communication and interpersonal skills. This position has the potential for advancement within the Financial Planning & Service Team, to an Investment Advisor role, and other roles throughout the company.

Job Responsibilities will include, but are not limited to:

Promote and enhance client relationships, from the onboarding of a new client to the continued service provided for existing clients, including communication with clients 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 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

Qualifications:

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, 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

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

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

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

HUB Women Network

HUB Black Inclusion Network

Our Voices of HUB Groups are:

Asian Pacific Islander Voices

Hispanic Voices

Native American/First Nation Voices

Pride Voices

Military Veterans/Military Spouses & Families Voices

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.