Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Financial Planning & Wealth Associate at HUB International managing client service and supporting advisors in financial planning workflows. Collaborate with team to ensure effective management of client accounts and services.
Responsibilities
- 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
- 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
- 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
Requirements
- 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
- 1–2 years of experience in a Registered Investment Advisor (RIA) or financial services setting (preferred)
- Experience with financial planning software (e.g., eMoney, Orion) or CRM tools (preferred)
- Series 65 license (or willingness to obtain within first year) (preferred)
- Interest in pursuing CFP designation or other professional certifications (preferred)
- Enthusiasm for leveraging AI and emerging technology to enhance workflows, improve efficiency, and elevate the client experience (preferred)
Benefits
- 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
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