Financial Planning & Service Associate - Potential for Hybrid Work

Promote and enhance client relationships by communicating via phone or written correspondence to process requests, resolve inquiries, and update key information. Input financial planning data into eMoney based on advisor notes and review, organize, and submit completed client paperwork to custodians while tracking requests to completion. Input detailed client notes into Redtail CRM and coordinate with Investment Advisors to set availability, schedule appointments, and reschedule canceled meetings. Maintain regulatory documents for the Financial Planning & Service Team and Compliance Department, ensuring all aspects of client accounts and investment portfolios are managed effectively. This role supports the Retirement and Private Wealth team within HUB International's Bethesda, MD office, offering potential advancement to an Investment Advisor role.