Internship

Retirement & Private Wealth Summer Intern

Posted on 2/1/2025

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Compensation Overview

$18 - $20Hourly

Glen Allen, VA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Adobe Creative Suite
Adobe Photoshop
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets

You match the following HUB's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Organized, accurate, detail oriented
  • Professional verbal and written communication skills
  • Ability to remain flexible and demonstrate good problem-solving skills
  • Willingness to learn new skills and processes
  • Proven ability to handle multiple projects and meet deadlines
  • Advanced Microsoft Word, PowerPoint, and Excel skills
  • Proficiency with Adobe Creative Suite—specifically Photoshop, InDesign, and Illustrator
  • Upper-level undergraduate student or graduate student, preferably in business or a business-related program
Responsibilities
  • Data entry and analysis using financial planning tools
  • Gather information for client financial matters and meeting preparation
  • Review client reports and files
  • Conduct basic investment research
  • Create financial planning presentations
  • Attend company and team meetings
  • Attend formal training sessions
  • Office administrative support including copying, scanning and filing
  • Help plan and attend events including workshops
  • Work with various technology applications including Redtail and Smartsheet
  • Special projects under the direction of senior team leaders

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisitions like Woods Insurance Services bolster Hub's regional presence and capabilities.
  • Partnerships with InsurTech firms improve customer experience and operational efficiency.
  • AI integration in underwriting processes reduces costs and enhances accuracy.

What critics are saying

  • Rapid expansion may lead to integration challenges and operational inefficiencies.
  • Competition from private equity-backed brokers could result in talent drain.
  • Sector-specific risks in construction and oil & gas may impact Hub's growth.

What makes HUB unique

  • Hub International's strategic acquisitions enhance its commercial and personal insurance offerings.
  • Expansion into niche markets like construction strengthens Hub's industry-specific expertise.
  • Hub's focus on digital platforms aligns with industry trends towards AI-driven interfaces.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend