Early Career Retirement Wealth Management Associate (12-week program)

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

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

HUB Early Career Retirement Wealth Management Associate (12-Week Program)

As an Early Career Consultant with our Retirement & Private Wealth (RPW) team, you'll be part of a collaborative culture where your contributions matter and your growth is supported. This internship, which is anticipated to begin in January 2027, is designed to give you hands‑on exposure to retirement plan consulting, wealth management consulting, and retirement plan administration. You'll gain real‑world experience working alongside our Retirement Plan Consulting team, learning the ins and outs of our business while exploring areas like client service, plan design, and investment consulting. Throughout the program, you'll learn directly from credentialed industry experts, building both your professional skills and the foundation for a successful future career.

Program Highlights

• Network with Industry Leaders: Collaborate with seasoned retirement plan and wealth management professionals ready to share their knowledge and expertise, gaining exposure to career paths across the financial services industry.
• Meaningful Projects: Make an impact from day one by contributing to plan design, investment research, and reporting projects that support our clients and their retirement outcomes.
• Professional Development: Participate in industry update calls, marketing events, and training sessions designed to strengthen your communication, problem‑solving, and technical skills.
• Mentorship: Receive personalized guidance from mentors, including credentialed advisors (C(k)P, AIF®, ChFC, CLU, CASL, CPFA, QKA), who will support your growth and help you navigate the retirement and wealth management industry.
• Beyond the Office Experience: Take part in HUB's team culture, including our Day of Service, Employee Appreciation Day, Summer Fridays, and other community and team‑building events.

Early Career Retirement Wealth Management Associate Responsibilities

• Understand all components of our practice including 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 (entering data, logging and updating meetings, etc.), 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

What You Will Bring to the Role

• A positive attitude and enthusiasm to learn about the retirement and wealth management industry
• Excellent verbal and written communication skills
• Strong organizational skills, adept at prioritizing and handling multiple tasks
• 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
• Minimum 3.0 GPA
• Current standing as sophomore or higher

This position is anticipated to begin in January 2027.

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company‑paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high‑performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• The HUB difference HQ International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.