Financial Services Associate
Hub International(25 days ago)
About this role
A Financial Services Associate on the Retirement Plan Services Team at Legacy Planning Partners, a HUB International company, based in Blue Bell, PA. This early-career role provides exposure to retirement plan services and wealth management within an independent financial planning firm and offers a clear development path toward becoming a Wealth Management Advisor. The position targets candidates with a few years of financial services experience and support for required securities licensing.
Required Skills
- Retirement Plans
- Employee Education
- Client Onboarding
- CRM
- eMoney
- OneNote
- Communication
- Organization
- Business Development
- Compliance
+2 more
Qualifications
- Series 7
- Series 65
- Bachelor's Degree
- Securities Licenses
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
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