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

About The Role

HUB International South Florida is seeking a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build a strong foundation in wealth management operations and client service. You’ll play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.

About The Role

HUB International South Florida is seeking a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build a strong foundation in wealth management operations and client service. You’ll play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.

Key Responsibilities

• Perform accurate and timely data entry across client accounts, custodial platforms, and internal systems
• Process and manage new account applications and account maintenance requests
• Execute and track money movement transactions, including transfers, distributions, and contributions
• Support advisor workflows including paperwork preparation, document management, and compliance-related tasks
• Coordinate with custodians and internal teams to ensure smooth processing of transactions
• Maintain organized and up-to-date client records in accordance with firm policies
• Assist with onboarding new clients and supporting ongoing client service needs

Qualifications

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

What We’re Looking For

• A genuine interest in equity and bond markets, with a desire to stay informed on market developments
• A growth mindset — someone willing to learn the business from the ground up and pursue additional licensing (Series 7, 66, or 63 & 65) over time
• A team player who takes initiative, asks good questions, and follows through on commitments
• Someone who takes pride in doing things the right way — accuracy, compliance, and client trust are non-negotiable in this role

What We Offer

• Full-time, in-office position with hybrid flexibility (up to 2 days remote) available after 90 days
• Mentorship from experienced financial advisors and operations professionals
• A clear path for career growth and licensing support
• Exposure to a wide range of financial planning strategies and investment solutions
• Competitive compensation commensurate with experience

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: Some college (no degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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