Entry-Level Wealth Management Client Support Analyst

HUB International; Fort Lauderdale (FL); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Mentorship from experienced advisors

Licensing support (SIE){ensure

Hybrid work flexibility

Job summary

HUB International South Florida seeks a motivated Wealth Management Client Support Analyst to join our advisory team. This entry-level role offers a foundation in wealth management operations and client service, helping keep client accounts running smoothly while gaining market understanding.

You'll handle data entry, account applications, money movement, and onboarding while working with advisors and custodians. This role offers mentorship and licensing support as you grow in the business.

Qualifications

• Bachelor’s degree required; Finance, Business, or related field preferred.
• SIE Exam required within 90 days of hire date.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office Suite; CRM or financial planning platforms a plus.
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.

Responsibilities

• Perform accurate and timely data entry across client accounts and internal systems.
• Process and manage new account applications and maintenance requests.
• Execute and track money movement transactions (transfers, distributions, contributions).
• Support advisor workflows including paperwork, document management, and compliance tasks.
• Coordinate with custodians and internal teams to ensure smooth processing of transactions.
• Maintain organized client records per firm policy.
• Assist with onboarding new clients and ongoing client service needs.

Skills

Attention to detail

Time management

Communication skills

Team player

Education

Bachelor’s degree

SIE Exam

Tools

CRM platforms

Financial planning software

Microsoft Office Suite

Job description

HUB International South Florida seeks a motivated Wealth Management Client Support Analyst to join our advisory team. This entry-level role offers a foundation in wealth management operations and client service, helping keep client accounts running smoothly while gaining market understanding.

You'll handle data entry, account applications, money movement, and onboarding while working with advisors and custodians. This role offers mentorship and licensing support as you grow in the business.