Wealth Management Client Support Analyst

Wealth Management Client Support Analyst

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

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.

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