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HUB International is seeking a Financial Planning & Wealth Associate to support their Private Wealth team in Bethesda, MD. This role emphasizes client service, financial planning support, and offers a clear path for advancement in wealth management.
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Job Summary
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.
At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion.
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.
Matching Summary
Match Score: 75
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HUB International is seeking a Financial Planning & Wealth Associate to support their Private Wealth team in Bethesda, MD. This role emphasizes client service, financial planning support, and offers a clear path for advancement in wealth management.
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Salary
Base: $50,000 - $65,000; Bonus/Equity: eligible bonuses, equity and commissions for some positions; Benefits: Medical, Dental, Vision, 401(k), PTO, etc.
Skills & Requirements
Must-have
Client service and relationship support
Financial planning workflows
Meeting preparation and support
Data input in eMoney
Client record maintenance in Orion & Dynamix CRM
Microsoft 365 proficiency
Nice-to-have
Passion for helping clients
Interest in financial planning
Leveraging AI and emerging technology
Entrepreneurial spirit
Collaborative team environment
Key Requirements
Bachelor's degree in Business, Finance, or related field
1-2 years of experience in RIA or financial services setting
Series 65 license or willingness to obtain
Exceptional organizational skills
Professional verbal and written communication skills