Wealth Advisor Director
Wealth Advisor Director
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Job Description
HB Wealth (HB) is a leading feeonly financial planning and investment advisory firm headquartered in Atlanta GA with two other offices in the metroAtlanta area and additional offices in Palm Beach Gardens FL Tampa FL Nashville TN Columbia SC Augusta GA Towson MD and Columbia MD. Established in 1989 HBs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to highnetworth individuals. Total client assets under management are over $18 billion as of December 31 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued and we are continually looking for talented individuals with a passion to learn grow collaborate and bring new ideas to our firm.
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HB Wealth is in search of an experienced Wealth Advisor to join our growing team. The Wealth Advisor position carries out planning analysis and other decisions that affect client relationships consulting with the Sr. Associates/associates on complex decisions as needed.
How the Wealth Advisor contributes to the success of HB:
General Support:
- Leverages the time and expertise of Sr. Associates and Associates by assisting them in the of steps in the client service process.
- Maintains internal systems with uptodate client data areas of priority and activities.
- Trains coaches and/or mentors Associates and Senior Associates.
- Contributes to the Teams initiatives of increased efficiency quality and control through system training enhancement and process improvement.
- Grows existing client relationships by adding more assets under management identifying opportunities for additional services and seeking referrals as possible.
Advisory:
- Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates.
- Prepares and updates financial plans working with clients to obtain the necessary information and ensuring that it is accurately entered into the firms financial planning systems.
- Works with Sr. Associates and Associates to discuss develop and implement financial planning techniques and recommendations.
- Leads or participates in client meetings and adds value to meetings by delivering presentations facilitating discussions and preparing information.
- Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
- Serves as clients financial quarterback by advising on topics such as investments retirement cash flow taxes debt charitable endeavors education planning insurance and estate planning.
- Works proactively with clients external service team including accountants and attorneys to meet client goals.
Qualifications:
- Bachelors degree from an accredited college or university (required).
- CFP and/or CFA preferred
- 710 years of relevant industry experience
- Minimum of 3 years of experience leading client relationships
- Highly proficient with the Microsoft Office Suite
- Proficiency with financial planning CRM and Portfolio reporting software
Requirements:
- Advanced knowledge of financial planning.
- Excellent oral and written communication skills.
- Effective presentation skills.
- Successful time management skills; deliver work products on time.
- Ability to work independently and proactively in a fastpaced and teamoriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
- Client first attitude professional demeanor personal integrity and an understanding of fiduciary responsibility.
- Highly organized with exceptional attention to detail and excellent followthrough.
- Selfstarter with high initiative and comfort working in an entrepreneurial fastpaced environment.
- Positive attitude and strong work ethic.
- Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
- Ability to work effectively within a team environment and a willingness to pitch in when necessary.
- Analytical capabilities to both retrieve data and understand the implications of that data.
- Strong desire to learn and advance in the financial industry.
Benefits:
- Competitive annual PTO 11 annual holidays observed
- 401k match
- Strong day 1 eligible benefits offering; medical dental vision telemed disability
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Paid parking
- Ability to work remotely 20
- Cell phone stipend
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.
Required Experience:
Director
Employment Type
Advisor
