Early-Career Retirement & Wealth Management Associate

5H2 Hub International Midwest Limited; Indianapolis (IN); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

Paid time off

Mentorship programs

Job summary

HUB International in Indianapolis is seeking a motivated student for the Early Career Retirement Wealth Management Associate internship. This 12-week program provides hands-on exposure to retirement plan consulting, wealth management, and plan administration, with mentorship from credentialed advisors and opportunities to participate in client meetings and project work.

You will gain real-world experience alongside our Retirement Plan Consulting team, develop professional skills, and build a

Qualifications

• Minimum 3.0 GPA
• Current standing as sophomore or higher
• Strong verbal and written communication skills
• A collaborative team player with a desire to help others
• Independent and self-motivated, capable of autonomous work
• Experience with Microsoft Word, Excel, and Outlook

Responsibilities

• Understand all components of Retirement Plan Consulting, Wealth Management Consulting and Retirement Plan Administration
• Attend wealth management and retirement plan client meetings, if opportunities are available
• Advisory: Assist with preparation of client meeting materials
• Attend meetings with individual and institutional clients
• Assist with investment research and analysis, as needed
• Administrative: Plan Design Dashboard on RPAG (RPAG is our client management system)
• Assist with any participant outcomes data project, as needed
• Miscellaneous projects, as necessary
• Marketing: Data collection of additional details for prospective clients (5500 search for industry codes, etc.)
• Attend all marketing events

Job description

HUB International in Indianapolis is seeking a motivated student for the Early Career Retirement Wealth Management Associate internship. This 12-week program provides hands-on exposure to retirement plan consulting, wealth management, and plan administration, with mentorship from credentialed advisors and opportunities to participate in client meetings and project work.

You will gain real-world experience alongside our Retirement Plan Consulting team, develop professional skills, and build a