Financial Planning & Wealth Associate - Potential For Hybrid Work
HUB International
Bethesda, MD, United States
Base: $50,000 to $65,000; bonus/equity: not specif...
Hybrid (potential for hybrid work)
Financial planning workflows
Client service and relationship support
Meeting preparation and support
HUB International is seeking a Financial Planning & Wealth Associate for their Bethesda, MD office, offering a potential for hybrid work. The role focuses on supporting advisors with client services and financial planning workflows, ideal for individuals looking to advance their careers in wealth management
Job Summary
This role supports Advisors with financial planning workflows and provides excellent client service, designed as a launching pad for a long-term career in wealth management.
Responsibilities include supporting advisors in preparing materials for client meetings, inputting financial planning data, coordinating schedules, and processing client paperwork.
HUB International offers a comprehensive benefits package, continuous learning opportunities, and a culture of inclusion and belonging.
Matching Summary
Match Score: 85
HUB International is seeking a Financial Planning & Wealth Associate for their Bethesda, MD office, offering a potential for hybrid work. The role focuses on supporting advisors with client services and financial planning workflows, ideal for individuals looking to advance their careers in wealth management.
Salary
Base: $50,000 to $65,000; Bonus/Equity: Not specified; Benefits: Medical, Dental, Vision, 401(k), PTO, etc.
Skills & Requirements
Must-have
Financial planning workflows
Client service and relationship support
Meeting preparation and support
Operations and documentation management
Proficiency with Microsoft 365
Nice-to-have
Passion for helping clients
Interest in financial planning
Willingness to learn new skills
Leveraging AI and emerging technology
Key Requirements
Bachelor's degree in Business, Finance, or related field
Exceptional organizational skills with strong attention to detail
Professional verbal and written communication skills
Ability to manage multiple priorities and problem-solve
1-2 years of experience in a Registered Investment Advisor (RIA) or financial services setting (preferred)
Series 65 license (or willingness to obtain within first year) (preferred)