Legacy Planning (A division of Hub International Northeast) is seeking an Intern to join our team! The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design. Learn how wealthy and successful families manage their affairs. Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.
RESPONSIBILITIES (including, but not limited to):
• Prepare client review meeting deliverables and supporting documentation
• Coordinate and execute on team marketing efforts
• Support representative-based projects and initiatives
• Complete meeting follow-up actions in accordance with compliance standards in a timely manner
• Research industry-wide financial information and market trends to update advisors on trends affecting their clients
• Gain exposure to finance research and planning software including eMoney and Morningstar
WORK ENVIRONMENT:
• Fast-paced office environment with advisors and staff working side-by-side
• Business casual attire
REQUIREMENTS:
• Full-time WCU student studying in a business-related field who is looking to pursue a career in financial services
• Ability to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaks
• Minimum GPA of 3.0 for consideration
• Ability to demonstrate proficiency in Microsoft Office (specifically Excel, Word & Outlook)
COMPENSATION:
• $18/hour
Department Account Management & ServiceRequired Experience: Less than 1 year of relevant experienceRequired Travel: NegligibleRequired Education: Some college (no 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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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. For more information, please visit hubinternational.com.
