Financial Services Associate

HUB International; Allentown (Lehigh County); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Licensing support

Hybrid work schedule

Career development opportunities

401(k) Savings Plan

Flexible work arrangements

Job summary

HUB International’s Legacy Planning Partners team in Allentown, PA is seeking a Financial Services Assistant on a Hybrid schedule. The role focuses on growing a career in financial planning through client engagement, planning, and ongoing service.

You will collaborate with Senior Advisors, prepare plans, and support client relationships while pursuing industry licenses with our backing. This position offers licensing support and a path to professional growth within a national brokerage.

Qualifications

• Bachelor’s degree.
• Minimum of 1 year’s experience in a related field.
• Willingness to obtain required industry registrations, including the SIE, Series 7, Series 66, and Life, Accident & Health (LAH) licenses.
• Legacy Planning Partners will actively support and fund the cost of required exams as part of your development.

Responsibilities

• Attend and participate in client meetings with the Senior Advisor.
• Assist in onboarding and ongoing client service with the team.
• Prepare and deliver financial plans, investment proposals, and insurance analyses.
• Build trust-based client relationships with proactive, responsive service.
• Coordinate with investment and insurance partners to gather information.
• Record meeting notes and actions for timely follow-through and compliance.
• Participate in regular team meetings to foster collaboration.

Skills

Client service

Organizational skills

Communication

Team collaboration

Education

Bachelor’s degree

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.

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 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.

About Legacy Planning

Legacy Planning Partners, a HUB International company under their division of Retirement & Private Wealth, is growing and looking to hire a Financial Services Assistant to join our team in the Allentown, PA location on a Hybrid work schedule. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.

About the Position

The Financial Services Assistant is designed for individuals who are serious about building a career in financial planning — not just looking for a job to execute a task list, but someone who wants to grow into the industry with purpose and intention.

Role Responsibilities include, but are not limited to:

• Attend and actively participate in client meetings alongside the Senior Advisor, contributing to portfolio reviews, planning discussions, and the delivery of financial planning materials
• Collaborate with the broader team on client onboarding and ongoing service — this role is supported by team members who handle the operational and administrative components, allowing the Associate to focus on the client relationship
• Assist in the preparation and delivery of financial plans, investment proposals, and insurance analyses tailored to each client’s goals and circumstances
• Build meaningful, trust-based relationships with clients by providing consistent, responsive service and demonstrating a genuine commitment to their financial well-being and long-term goals
• Work collaboratively with investment and insurance partners to gather information and fulfil client requests in a timely manner
• Track meeting notes and action items following client reviews, ensuring timely follow-through and adherence to compliance documentation requirements
• Participate in regular team meetings, contributing to a culture of collaboration, open communication, and shared accountability

Required Qualifications

• Bachelor’s degree
• Minimum of 1 years’ experience in related field
• Willingness to obtain required industry registrations, including the SIE, Series 7, Series 66, and Life, Accident & Health (LAH) licenses.
• Candidates who do not yet hold these licenses are encouraged to apply — Legacy Planning Partners will actively support and fund the cost of required exams as part of your development.

Desired Skills

• Genuinely passionate about helping clients work toward their financial goals and make meaningful progress over time
• Exceptional organizational skills, strong attention to detail, and reliable follow-through on commitments and deadlines
• Eagerness to grow within the financial planning industry — this role rewards strategic thinkers who bring knowledge, curiosity, and a desire to do the work well, not just check boxes
• Possess excellent interpersonal skills and ability to handle sensitive and confidential situations
• Ability to manage multiple priorities in a dynamic environment while maintaining accuracy, professionalism, and a positive attitude
• Strong communication skills and a collaborative spirit — knows when to ask questions, when to take initiative, and how to work effectively across a team
• Dependable, accountable, and appreciative — someone who brings gratitude and professionalism to their work and relationships, and recognizes the value of the team environment they are part of

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.

• 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

What we offer you

We invest in your growth.

HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

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 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.