Part-Time Financial Planning Student Associate

Hub International; West Chester (Chester County); On-site; USD 20,000 - 29,000; Part time

Job summary

Legacy Planning, a division of HUB International Northeast, is seeking a Part-Time Student Associate to join the team near campus. You’ll work with leading financial advisors and gain experience in advanced financial planning, investment management, insurance, and estate plan design.

Flexible hours align with your class schedule. The role requires a full-time WCU student in a business field who can work 18 hours per week during school and 20 hours in breaks, with a minimum 3.0 GPA.

Qualifications

• Full-time WCU student studying in a business-related field who is looking to pursue a career in financial services
• Ability to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaks
• Minimum GPA of 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 in accordance with compliance standards in a timely manner
• Research industry-wide financial information and market trends to update advisors on trends affecting their clients
• Gain exposure to finance research and planning software including eMoney and Morningstar

Skills

Excel

Word

Outlook

Education

WCU student (business-related field)

Job description

Legacy Planning, a division of HUB International Northeast, is seeking a Part-Time Student Associate to join the team near campus. You’ll work with leading financial advisors and gain experience in advanced financial planning, investment management, insurance, and estate plan design.

Flexible hours align with your class schedule. The role requires a full-time WCU student in a business field who can work 18 hours per week during school and 20 hours in breaks, with a minimum 3.0 GPA.