Part-Time Financial Planning Associate (Student)

Hub International; Chester (Delaware County); Hybrid; USD 20,000 - 29,000; Part time

Benefits offered by this job

Health benefits

Retirement savings matching

Company-paid life and disability plans

Generous paid time off

Job summary

HUB International’s Legacy Planning division in West Chester, PA is seeking a Part-Time Student Associate. You will work with leading financial advisors, learning advanced financial planning, investment management, and estate design while supporting marketing and client deliverables.

The role offers flexible hours for a student, with 18 hours per week during the school term and 20 hours in breaks, plus training and licensing support to accelerate your career in financial services.

Qualifications

• Full-time WCU student in a business-related field seeking a career in financial services.
• Ability to work 18 hours/week during school and 20 hours/week during breaks.
• GPA minimum 3.0 for consideration.
• Proficiency in Microsoft Office (Excel, Word & Outlook).

Responsibilities

• Prepare client review meeting deliverables and supporting documentation.
• Coordinate and execute on team marketing efforts.
• Support representative-based projects and initiatives.
• Complete meeting follow-up actions per compliance standards promptly.
• Research industry-wide financial information and market trends for advisors.

Skills

Microsoft Office proficiency

Excel

Word

Outlook

Education

College student (WCU)

Tools

Microsoft Office

Job description

HUB International’s Legacy Planning division in West Chester, PA is seeking a Part-Time Student Associate. You will work with leading financial advisors, learning advanced financial planning, investment management, and estate design while supporting marketing and client deliverables.

The role offers flexible hours for a student, with 18 hours per week during the school term and 20 hours in breaks, plus training and licensing support to accelerate your career in financial services.