About Legacy Planning
Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Financial Services Associate to join our Retirement Plan Services Team in the Blue Bell, PA location. 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.
ROLE OVERVIEW
The Financial Services Associate for our Retirement Plan Services Team is designed for professionals with a few years of financial services experience, this role provides hands-on exposure to retirement plans, wealth management, and employee education, along with a clearly supported path to becoming a Wealth Management Advisor.
The Financial Services Associate will play a critical role in client experience, advisor support, and business development while progressively building the skills, knowledge, and licensing required to lead client relationships independently.
KEY RESPONSIBILITIES
Retirement Plan & Employee Education Support
- Support employee education initiatives for retirement plan clients
- Assist with creation and distribution of educational materials and presentations
- Coordinate scheduling and logistics for meetings and education sessions
- Maintain organized documentation related to education initiatives
Wealth Management & New Business Development
- Support wealth management opportunities originating from retirement plans
- Maintain and update the wealth management opportunity pipeline
- Assist with events supporting education and wealth management growth
Client Onboarding & Service
- Support new client onboarding and account setup
- Prepare and process applications, transfers, and rollover paperwork
- Track asset movement and ensure compliance requirements are met
- Assist with money movement and service requests
CRM, Systems & Process Management
- Maintain accurate CRM records and internal client setup
- Support OneNote, eMoney, and digital file organization
Investment Review & Meeting Support
- Schedule and prepare materials for investment reviews
- Document meeting notes and track follow-up items
Client Experience & Department Growth
- Provide proactive client communication and service updates
- Contribute ideas to improve processes and department efficiency
PROFESSIONAL DEVELOPMENT & GROWTH PATH
This role is designed with a clear path to becoming a Wealth Management Advisor through hands-on experience, mentoring, and licensing support.
QUALIFICATIONS
- Series 7 and 65 required. If not currently held, tests would need to be taken and passed within the first 6 months of employment.
- Interest in pursuing a career as a financial advisor
- 1-3 years of financial services experience
- Strong organizational and communication skills
- Ability to manage multiple priorities
- Willingness to travel as needed
- Securities licenses required
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.
E-Verify Program
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What We Do
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
