Wealth Management Client Support Analyst

About this role

About the Role  

HUB International South Florida is   seeking   a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build   a strong foundation   in wealth management operations and client service.   You’ll   play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.  

Key Responsibilities  

• Perform   accurate   and   timely   data entry across client accounts, custodial platforms, and internal systems  

• Process and manage new account applications and account maintenance requests  

• Execute and track money movement transactions, including transfers, distributions, and contributions  

• Support advisor workflows including paperwork preparation, document management, and compliance-related tasks  

• Coordinate with custodians and internal teams to ensure smooth processing of transactions  

• Maintain organized and up-to-date client records   in accordance with   firm policies  

• Assist   with onboarding new clients and supporting ongoing client service needs  

Qualifications  

• Bachelor’s degree   required ;   Finance, Business, or a related field preferred    

• FINRA Securities Industry Essentials (SIE) Exam   required   within   90 days   of hire date  

• Strong attention to detail and commitment to accuracy  

• Proficiency   with Microsoft Office Suite; experience with CRM or financial planning platforms is a plus  

• Excellent organizational and time management skills  

• Strong written and verbal communication skills  

What   We’re   Looking For  

• A genuine interest in equity and bond markets, with a desire to stay informed on market developments  

• A growth mindset — someone willing to learn the business from the ground up and pursue   additional   licensing (Series   7 ,   66 , or   63 & 65 ) over time  

• A team player who takes initiative, asks good questions, and follows through on commitments  

• Someone who takes pride in doing things the right way — accuracy, compliance, and client trust are non-negotiable in this role  

What We Offer  

• Full-time, in-office position with hybrid flexibility (up to 2 days remote) available after   90 days  

• Mentorship from experienced financial advisors and operations professionals  

• A clear path for career growth and licensing support  

• Exposure to a wide range of financial planning strategies and investment solutions  

• Competitive compensation   commensurate   with experience  

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required 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.

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 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.

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