Wealth Advisor
Wealth Advisor
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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.
The Wealth Advisor position has primary responsibility for engaging with clients assessing their needs recommending financial solutions and plans and executing the prescribed course of action. The individual will focus on client opportunities by providing ideas and insights based on an understanding of the clients needs and their financial well-being.
Wealth Advisors will have a mix of lead advisor and secondary advisor roles in client engagements.
Job Responsibilities
Advisory and Relationship Management
- Manages client relationships and helps clients achieve their goals.
- Makes critical client decisions such as creating or preparing reviewing and presenting financial plans.
- Leads the implementation of planning decisions and assigns client service steps to the rest of the team.
- Works with Senior Wealth Advisors and Senior Wealth Strategists to discuss develop and implement financial planning techniques and recommendations.
- Follows the client service process defined by the firm and coordinates the consistent delivery of services to clients.
- Takes ultimate responsibility for the quality control of client deliverables such as meeting agendas financial plans investment reports analyses or presentations.
- Communicates proactively and consistently with clients to identify changes in their financial lives and needs that should be met.
- Builds strong relationships with clients through consistent and caring communication.
- Maintains high professional expertise and continues to learn new processes theories and best practices of client service.
- 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.
- Maintains necessary professional licenses and designations.
Firm Development
- Grows existing client relationships by adding more assets under management identifying opportunities for additional services and seeking referrals.
- Trains coaches and/or mentors Senior/Advisory Analysts and Associate Wealth Advisors.
- Contributes to the Advisory Teams initiatives for increased efficiency quality and control through system training enhancement and process improvement.
- Foster an environment of diversity and inclusion.
- Foster and nurture a culture of authenticity respect quality excellence gratitude humility and collaboration.
- Bachelors Degree from an accredited college or university
- 7-10 years of relevant industry experience
- Highly proficient with the Microsoft Office Suite
- Proficiency with financial planning CRM and Portfolio reporting software
- CFP or CFA required
Required Skills and Experience
- 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 fast-paced and team-oriented 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 follow-through.
- Self-starter with high initiative and comfort working in an entrepreneurial fast-paced 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.
Why HB is a great place to work
Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.
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:
Unclear Seniority
Employment Type
Full-Time
