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Wealth Planning & Client Services Associate
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-17
Listing for:
HUB International
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
HUB International in Bethesda, MD is seeking a Financial Planning & Service Associate to join our Retirement and Private Wealth team. You will support Investment Advisors by creating and maintaining financial plans and processing client requests, delivering outstanding service.
The ideal candidate holds a Bachelor's in Business, is Series 65 eligible, and is proficient with eMoney and Redtail CRM. This hands-on role offers growth into an Investment Advisor track.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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