Legacy Planning Financial Services AssociateLegacy 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.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 ResponsibilitiesSupport 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 initiativesWealth Management & New Business DevelopmentSupport wealth management opportunities originating from retirement plansMaintain and update the wealth management opportunity pipelineAssist with events supporting education and wealth management growthClient Onboarding & ServiceSupport 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 requestsCRM, Systems & Process ManagementMaintain accurate CRM records and internal client setupSupport OneNote, eMoney, and digital file organizationInvestment Review & Meeting SupportSchedule and prepare materials for investment reviewsDocument meeting notes and track follow-up itemsClient Experience & Department GrowthProvide proactive client communication and service updatesContribute ideas to improve processes and department efficiencyProfessional Development & Growth PathThis role is designed with a clear path to becoming a Wealth Management Advisor through hands-on experience, mentoring, and licensing support.QualificationsSeries 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 requiredHUB 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.