Financial Planning & Service AssociateGlen Allen, VA
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, HUB is honored to be recognized by Insurance Business America as a Diversity, Equity & Inclusion (DEI) front-runner and one of Newsweek’s America’s Greatest Workplaces for Diversity in 2023. Becoming a part of HUB means that you thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 16,000 professionals in 500 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 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
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
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
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
Native American/First Nation 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.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.