Early Career Retirement Wealth Management Associate (12-week program)

About the role

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

HUB Early Career Retirement Wealth Management Associate (12-Week Program)

As an Early Career Consultant with our Retirement & Private Wealth (RPW) team, you'll be part of a collaborative culture where your contributions matter and your growth is supported. This internship, which is anticipated to begin in January 2027, is designed to give you hands-on exposure to retirement plan consulting, wealth management consulting, and retirement plan administration.

You'll gain real-world experience working alongside our Retirement Plan Consulting team, learning the ins and outs of our business while exploring areas like client service, plan design, and investment consulting. Throughout the program, you'll learn directly from credentialed industry experts, building both your professional skills and the foundation for a successful future career.

Program Highlights

• Network with Industry Leaders: Collaborate with seasoned retirement plan and wealth management professionals ready to share their knowledge and expertise, gaining exposure to career paths across the financial services industry.
• Meaningful Projects: Make an impact from day one by contributing to plan design, investment research, and reporting projects that support our clients and their retirement outcomes.
• Professional Development: Participate in industry update calls, marketing events, and training sessions designed to strengthen your communication, problem-solving, and technical skills.
• Mentorship: Receive personalized guidance from mentors, including credentialed advisors (C(k)P, AIF®, ChFC, CLU, CASL, CPFA, QKA), who will support your growth and help you navigate the retirement and wealth management industry.
• Beyond the Office Experience: Take part in HUB's team culture, including our Day of Service, Employee Appreciation Day, Summer Fridays, and other community and team-building events.

Early Career Retirement Wealth Management Associate Responsibilities

Objective: Throughout this 12-week program, interns will gain hands-on exposure to key areas of our practice:

• Understand all components of our practice including Retirement Plan Consulting, Wealth Management Consulting and Retirement Plan Administration
• Attend wealth management and retirement plan client meetings, if opportunities are available

Advisory

• Assist with preparation of client meeting materials
• Attend meetings with individual and institutional clients
• Assist with investment research and analysis, as needed

Administrative

• Plan Design Dashboard on RPAG (RPAG is our client management system)
• Assist with any participant outcomes data project (entering data, logging and updating meetings, etc.), as needed
• Miscellaneous projects, as necessary

Marketing

• Data collection of additional details for prospective clients (5500 search for industry codes, etc.)
• Attend all marketing events

What You Will Bring to the Role

• A positive attitude and enthusiasm to learn about the retirement and wealth management industry
• Excellent verbal and written communication skills
• Strong organizational skills, adept at prioritizing and handling multiple tasks
• A collaborative team player with a desire to help others
• Independent and self-motivated, capable of autonomous work
• Experience with Microsoft Word, Excel, and Outlook
• Minimum 3.0 GPA
• Current standing as sophomore or higher

This position is anticipated to begin in January 2027.

What we offer you

• We invest in your growth.
• HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career.
• Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.