Financial Services Associate
Key Skills for This Role
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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. This role is focused on supporting one to two Senior Advisors in managing and deepening relationships within an established client book. There is no expectation of new client acquisition or independent sales; the emphasis is on delivering an exceptional experience to existing clients and becoming a trusted extension of the advisory team.
The ideal candidate has a genuine interest in financial planning and understands the fundamentals of investment and insurance portfolio management. They bring intellectual curiosity, strategic thinking, and a client-first mindset to the role. This background can come from prior work experience, internships, or relevant coursework. The role is collaborative by design — the Associate will rely on other team members for onboarding and service execution, and will thrive in an environment built on communication, shared accountability, and mutual support. A flexible schedule is available, including the ability to work from home when the day's workload allows.
An ideal candidate is someone who brings a warm, engaging presence to client interactions, a strategic mindset, and a genuine appreciation for the work they’re part of. This could be a recent graduate with a relevant degree and internship experience eager to launch a financial planning career, or an experienced financial professional who wants to focus on client service without the pressure of building their own book. Either way, the right person understands that this role calls for thoughtfulness, collaboration, and a real desire to help clients make meaningful progress toward their goals.
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 fulfill 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.
- Benefits you may enjoy as part of the HUB International team:
- · 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
- Ready to take the next step? Apply today.
- 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 [email protected]. 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.
Preferred Qualifications
- Desired Skills
About HUB International
Global insurance brokerage providing risk management and financial services.
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