Wealth Management Client Support Analyst

About the Role

HUB International South Florida isseekinga 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 builda strong foundationin wealth management operations and client service.You’llplay a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.

Key Responsibilities

• Performaccurateandtimelydata 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 recordsin accordance withfirm policies

• Assistwith onboarding new clients and supporting ongoing client service needs

Qualifications

• Bachelor’s degree;Finance, Business, or a related field preferred

• FINRA Securities Industry Essentials (SIE) Examwithin90 daysof hire date

• Strong attention to detail and commitment to accuracy

• Proficiencywith 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

WhatWe’reLooking 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 pursueadditionallicensing (Series7,66, or63 & 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 after90 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 compensationcommensuratewith experience