Paraplanner, Retirement & Private Wealth jobs in United States
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HUB International · 3 months ago

Paraplanner, Retirement & Private Wealth

positionFt. Lauderdale, FL
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

HUB International is a leading full-service global insurance broker and financial services firm. The Paraplanner position within the Retirement & Private Wealth practice involves managing the financial planning process, serving as a resource for financial analytics, and interfacing directly with clients to enhance their financial planning experience.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Manage the financial planning process:
Collect client data, organizing and creating deliverables
Track plan progress per workflow
Stay up to date with broker dealer/RIA changes and updates
Manage insurance, investment and legal review processes
Serve as a Financial Analytics resource to the RPW team:
Review plan inputs and recommendations provided by back office
Review client’s current financial, insurance and investment positions
Interface directly with clients consistently and be involved in the client relationship:
Collect missing data for client accounts
Lead website orientation and aggregation management efforts
Field and respond to service related questions from clients
Be able to speak to and provide information on lower level financial planning questions from clients

Qualification

Financial services experienceFlorida Life & Health licenseSeries 7 & 66 licensesCFP®FPQP™ designationFinancial planning softwareMicrosoft Office SuiteAttention to detailWritten communicationVerbal communication

Required

4-year degree from an accredited University or equivalent and relevant experience is required
2+ years of financial services experience is required
An active Florida Life & Health license (or ability to become licensed within 90 days of hire) is required
Series 7 & 66 licenses are required or series 6 & 63 and 65 licenses
CFP® or FPQP™ designation or working toward certification
Proficiency with Microsoft Office Suite an eMoney Advisor or other financial planning software
Strong attention to detail and organization
Excellent written and verbal communication skills

Benefits

Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
dateFounded in 1998
location
Chicago, Illinois, USA
people-size10001+ employees
web-link
https://www.hubinternational.com

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Recent News

PR Newswire
HUB INTERNATIONAL EXPANDS BOARD WITH TWO INDUSTRY LEADERS BRINGING INDEPENDENT AND PROVEN INSURANCE AND FINANCIAL SERVICES EXPERTISE
2025-12-17
GlobalFinTechSeries
Hub International Expands Board With Two Industry Leaders Bringing Independent and Proven Insurance and Financial Services Expertise
2025-12-17
Morningstar.com
2026 HUB HIGH-NET-WORTH SURVEY REVEALS SHIFT TOWARD INTENTIONAL, PROACTIVE RISK MANAGEMENT
2025-12-02
Company data provided by crunchbase