Paraplanner, Retirement & Private Wealth

POSITION SUMMARY :

Are you a creative and detail-oriented individual who strives for excellence? Will you thrive in a dynamic environment that requires strong communication skills and the ability to work effectively with clients and data? If the answer is yes, we have the perfect opportunity for you.

Our Paraplanner position within our Retirement & Private Wealth practice will continue to sharpen your client and consulting skills, while giving you the chance to work directly with seasoned Financial Planners within HUB International. The role offers a multitude of opportunities for career growth, development and mentorship. HUB offers a competitive compensation package, a comprehensive benefits package and the opportunity to get involved in many of our Corporate & Social Responsibility initiatives. This is a hybrid opportunity based in our Fort Lauderdale office.

ABOUT HUB INTERNATIONAL :

Hub International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 20,000 employees in offices located throughout North America, Hub’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

WHAT WE OFFER YOU :

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer :

Competitive salaries and benefits offerings

Medical / dental / vision insurance and voluntary insurance options

Health Savings Account funding

401k matching program

Company paid Life and Short-Term Disability Plans

Supplemental Life and Long-Term Disability Options

Comprehensive Wellness Program

Paid Parental Leave

Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Great work / life balance, because that’s important for all of us!

Focus on creating a meaningful environment through employee engagement events

The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

Growth potential - HUB is constantly growing and so can your career!

A rewarding career that helps local businesses in the community

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Manage the financial planning process :

Collect client data, organizing and creating deliverables

Track plan progress per workflow

Stay up to date with broker dealer / RIA changes and updates

Manage insurance, investment and legal review processes

Serve as a Financial Analytics resource to the RPW team :

Review plan inputs and recommendations provided by back office

Review client’s current financial, insurance and investment positions

Interface directly with clients consistently and be involved in the client relationship :

Collect missing data for client accounts

Lead website orientation and aggregation management efforts

Field and respond to service related questions from clients

Be able to speak to and provide information on lower level financial planning questions from clients

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

REQUIREMENTS :

4-year degree from an accredited University or equivalent and relevant experience is required

2+ years of financial services experience is required

An active Florida Life & Health license (or ability to become licensed within 90 days of hire) is required

Series 7 & 66 licenses are required or series 6 & 63 and 65 licenses

CFP® or FPQP™ designation or working toward certification

Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software

Strong attention to detail and organization

Excellent written and verbal communication skills

Department Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : Negligible

Required Education : Bachelor's degree (4-year 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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