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Financial Planning & Service Associate at Hub International - ApplyBlast

Financial Planning & Service Associate

Hub International

2 months ago

3.7 on Glassdoor

Glen Allen, Virginia, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Financial Planning & Service Associate will support Investment Advisors by creating and maintaining financial plans, processing client requests, and managing client communications. This service‑oriented role focuses on enhancing client relationships, handling paperwork, and coordinating with internal teams to ensure effective account and portfolio management.

Responsibilities

Promote and enhance client relationships from onboarding to ongoing service
Input and maintain financial planning data using eMoney
Coordinate client appointments and requests with Investment Advisors

Skills

Qualifications

Bachelor's Degree in BusinessSeries 65

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

View Profile

HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.