HUB International
Wealth Management Analyst - Potential for Hybrid Work
HUB International, Bethesda, Maryland, us, 20811
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
What You Bring:
You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.
We currently have an opportunity for a Wealth Management Analyst to join our Retirement and Private Wealth team in our Bethesda, MD office.
The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.
Job Responsibilities:
Provide technical support to advisors and other team members
Conduct monthly/quarterly/ad hoc practice wide data manipulation
Identify problem areas and summarize for advisor
Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
Look for ways to continually improve our procedures
Manage documentation of investment reporting and processes, paying close attention to compliance protocols
Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
Analyze mutual funds and ETF’s for inclusion in model portfolio
Maintain mutual fund and ETF recommended lists
Maintain up-to-date information on model portfolios performance
Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
In depth and frequent spreadsheet project workload & data manipulation
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Other projects and responsibilities as assigned by Manager
Qualifications:
Bachelor’s Degree from an accredited college or university in Finance or related field preferred
CFA candidate a plus or desire to become CFA
Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
Willingness to learn
Knowledge of mutual fund, stock, bond, insurance, and annuity products
Proficiency in Math and strong analytical skills
Strong spreadsheet skills
Self-starter, good follow-through skills, and strong attention to detail
Excellent verbal, written, analytical, and organizational skills
Ability to interact with people across all levels of the business
Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
Proficiency with computer programs, including MS Excel and Word
Prior experience working with independent RIA or wire houses
What We Offer You:
At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code
Employee Resource Groups and Voices of HUB Employee Groups:
All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.
Currently we have two ERGs:
HUB Women Network
HUB Black Inclusion Network
Our Voices of HUB Groups are:
Asian Pacific Islander Voices
Hispanic Voices
Native American/First Nation Voices
Pride Voices
Military Veterans/Military Spouses & Families Voices
Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:
Talent – the attraction, recruitment, and hiring of the best diverse talent;
Culture - creating a culture of Inclusion and Belonging; and
Community - having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.
Apply today!
*LI-AM
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 and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
What You Bring:
You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.
We currently have an opportunity for a Wealth Management Analyst to join our Retirement and Private Wealth team in our Bethesda, MD office.
The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor’s to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.
Job Responsibilities:
Provide technical support to advisors and other team members
Conduct monthly/quarterly/ad hoc practice wide data manipulation
Identify problem areas and summarize for advisor
Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
Look for ways to continually improve our procedures
Manage documentation of investment reporting and processes, paying close attention to compliance protocols
Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
Analyze mutual funds and ETF’s for inclusion in model portfolio
Maintain mutual fund and ETF recommended lists
Maintain up-to-date information on model portfolios performance
Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
In depth and frequent spreadsheet project workload & data manipulation
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Other projects and responsibilities as assigned by Manager
Qualifications:
Bachelor’s Degree from an accredited college or university in Finance or related field preferred
CFA candidate a plus or desire to become CFA
Minimum 3 years of experience in investment management and/or financial advisory services with good understanding of all basic investment concepts and theories, including statistics
Willingness to learn
Knowledge of mutual fund, stock, bond, insurance, and annuity products
Proficiency in Math and strong analytical skills
Strong spreadsheet skills
Self-starter, good follow-through skills, and strong attention to detail
Excellent verbal, written, analytical, and organizational skills
Ability to interact with people across all levels of the business
Knowledge of third-party asset management systems, including portfolio and investment software (i.e. iRebal, Orion, Eclipse, Refinitiv)
Proficiency with computer programs, including MS Excel and Word
Prior experience working with independent RIA or wire houses
What We Offer You:
At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code
Employee Resource Groups and Voices of HUB Employee Groups:
All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.
Currently we have two ERGs:
HUB Women Network
HUB Black Inclusion Network
Our Voices of HUB Groups are:
Asian Pacific Islander Voices
Hispanic Voices
Native American/First Nation Voices
Pride Voices
Military Veterans/Military Spouses & Families Voices
Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:
Talent – the attraction, recruitment, and hiring of the best diverse talent;
Culture - creating a culture of Inclusion and Belonging; and
Community - having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.
Apply today!
*LI-AM
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 and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.