Wealth Management Client Support Analyst

About the Role 

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