Advisory Analyst
Advisory Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
HB Wealth (HB) is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta GA with two other offices in the metro-Atlanta 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 high-net-worth 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.
If you think youd be a great fit at HB but dont see an open position that fits your skill set send us your resume anyway so that we have it on file for any future job openings! Please click on the View All Jobs hyperlink below and click the Share Your Information button at the bottom of the page.
HBs Atlanta (Buckhead) office is seeking an Advisory Analyst to work directly with HB Advisors and HB clients to offer comprehensive wealth management. We have immediate openings. This candidate will:
- Assist HB Advisors in the preparation of custom financial plans.
- Implement the firms investment strategy as it applies to each client.
- Communicate with our clients and their advisors.
- Work both independently and in a diverse team environment to help clients reach their financial goals.
- Subscribe to our HB values of teamwork excellence objectivity innovation community and trust.
- On the job training provided for the selected candidate in an environment that encourages collaboration inclusivity and hard work.
- Four-year college degree required.
- An interest and basic understanding of traditional investment vehicles (e.g. stocks bonds mutual funds).
- Must be a self-starter.
- A strong desire to work one on one with our clients.
- Strong Microsoft Office skills including Excel.
- Excellent written and verbal communication skills.
- Excellent organizational skills with strong attention to details.
- Ability to learn to prepare income tax cash flow and education cost projections.
- Ability to successfully pass criminal background / credit check required.
The ideal candidate is an individual who (a) is detail oriented (b) resourceful (c) seeks intellectual challenges (d) desires to develop long-term relationships with clients and (e) wants to grow into a leadership role with a successful wealth management firm.
Benefits
- 17 days 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
- Ability to work remotely 20%
- Cell phone stipend
- Paid parking/commuter 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:
IC
Employment Type
Full-Time
