About the role#
Legacy Planning, a division of HUB International, is hiring a Part-Time Student Associate in West Chester, Pennsylvania. This position offers experience in advanced financial planning, investment management, insurance, and estate plan design. You will work directly with financial advisors in an office located within walking distance of campus.
What you'll do#
- Prepare deliverables and documentation for client review meetings.
- Research financial information and market trends to update advisors.
- Support projects and initiatives led by representatives.
- Coordinate and execute team marketing efforts.
- Complete meeting follow-up tasks while maintaining compliance standards.
- Gain hands-on experience with financial research and planning software, including eMoney and Morningstar.
What you'll need#
- You are currently a full-time student at WCU studying Business Administration, Finance, Accounting, Economics, or Marketing.
- You intend to pursue a career in financial services.
- You maintain a minimum GPA of 3.0.
- You are proficient in Microsoft Excel, Word, and Outlook.
Location & details#
- This role is located on-site in West Chester, Pennsylvania.
- The position is part-time with a rolling start date.
- You must be able to work 18 hours per week during the school semester and 20 hours per week during winter and summer breaks.
- This is a paid position.
About HUB International
HUB International provides insurance, risk management, and employee benefits services to businesses and individuals. The firm operates as a global insurance broker with a focus on property, casualty, life, and health products. Based in Chicago, the company maintains a network of offices across North America. It employs over 16,000 people to support its client base.
How to get in at HUB International
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