Financial Planning & Service Associate - Potential for Hybrid Work

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for a Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Bethesda, MD 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

Qualifications:

• 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 are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International Mid-Atlantic team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Ready to take the next step? Apply today.

The expected salary range for this position is $50,000 to $65,000 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

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