Hybrid Financial Planning 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

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.