Financial Planning & Wealth Associate - Potential for Hybrid Work

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 are looking for a Financial Planning & Wealth Associate to join our Private Wealth team at our Bethesda, MD office. This role supports our Advisors with financial planning workflows, meeting preparation, and day-to-day client service, and is designed as a launching pad for a long-term career in wealth management.

The selected individual will be responsible for supporting our Advisors with financial planning workflows and providing excellent client service. This is an excellent opportunity for an individual eager to build a career in financial services, with clear potential for advancement within the Financial Planning & Wealth Team. The successful candidate must be a detail-oriented individual with exceptional organizational, communication, and interpersonal skills.

Job Responsibilities:

Client Service & Relationship Support

• Promote and enhance client relationships, from the onboarding of new clients to the continued service provided for existing clients, including communication to process requests, resolve inquiries, and update key information
• Communicate professionally with clients via phone and written correspondence
• Serve as a reliable point of contact for client service requests, account maintenance, and follow-up coordination

Financial Planning & Meeting Support

• Support advisors in preparing materials for 20+ client meetings per month, delivered 3+ days in advance (agendas, reports, performance summaries, planning documents)
• Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
• Coordinate with Advisors & Client Service team to manage scheduling, set appointments, and communicate with clients as needed

Operations & Documentation

• Review, organize, process, and submit completed client paperwork to custodians; track requests through to completion
• Maintain detailed client records in Orion & Dynamix CRM, ensuring accuracy and timely updates
• Support new client onboarding process, collaborating with the onboarding team to ensure seamless account setup and transitions
• Maintain regulatory documents for the Financial Planning & Wealth Team and Compliance Department

Collaboration & Growth

• Collaborate cross-functionally with onboarding, investment, and operations teams to ensure all aspects of client accounts, financial plans, and portfolios are managed effectively
• Develop platform expertise across key systems (eMoney, Orion, Schwab/Fidelity) with the goal of becoming a team resource
• Support insurance review tracking and application processes as needed
• Other projects and responsibilities as necessary

Qualifications:

Required

• Bachelor’s degree in Business, Finance, or a related field
• Proficiency with Microsoft 365 (Outlook, Excel, Teams, SharePoint)
• Exceptional organizational skills with strong attention to detail
• Professional verbal and written communication skills
• Ability to manage multiple priorities, think critically, and problem-solve in a dynamic environment
• Passion for helping clients and a genuine interest in financial planning and wealth management
• Willingness to learn new skills, systems, and processes

Preferred

• 1–2 years of experience in a Registered Investment Advisor (RIA) or financial services setting
• Experience with financial planning software (e.g., eMoney, Orion) or CRM tools
• Series 65 license (or willingness to obtain within first year)
• Interest in pursuing CFP designation or other professional certifications
• Enthusiasm for leveraging AI and emerging technology to enhance workflows, improve efficiency, and elevate the client experience

What We Offer You:

At HUB International, we’re invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we’ve got you covered.

We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow!

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

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.

The expected salary range for this position is $50,000 to $65,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Apply today!

*LI-AM

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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