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 clientsAssist with creation and distribution of educational materials and presentationsCoordinate scheduling and logistics for meetings and education sessionsMaintain organized documentation related to education initiatives

Wealth Management & New Business Development

Support wealth management opportunities originating from retirement plansMaintain and update the wealth management opportunity pipelineAssist with events supporting education and wealth management growth

Client Onboarding & Service

Support new client onboarding and account setupPrepare and process applications, transfers, and rollover paperworkTrack asset movement and ensure compliance requirements are metAssist with money movement and service requests

CRM, Systems & Process Management

Maintain accurate CRM records and internal client setupSupport OneNote, eMoney, and digital file organization

Investment Review & Meeting Support

Schedule and prepare materials for investment reviewsDocument meeting notes and track follow-up items

Client Experience & Department Growth

Provide proactive client communication and service updatesContribute 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 advisor1-3 years of financial services experienceStrong organizational and communication skillsAbility to manage multiple prioritiesWillingness to travel as neededSecurities licenses required

Department Account Management & Service

Required Experience: 1-2 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.

E-Verify Program

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