Wealth Advisor
Wealth Advisor
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Job Description
HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Nashville TN; Columbia and Greenville SC; Augusta GA; and Towson and Columbia MD.
Founded in 1989 HB provides comprehensive financial planning investment management and family office services to primarily high-net-worth individuals families and institutions. With over $25 billion in assets under management as of May 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing clients trusted advice and financial peace of mind.
At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.
Position Summary
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 Advisors will have a mix of lead advisor and secondary advisor roles in client engagements.
Job Responsibilities
Advisory and Relationship Management
- Manage client relationships and helps clients achieve their goals.
- Make critical client decisions such as creating or preparing reviewing and presenting financial plans.
- Lead the implementation of planning decisions and assigns client service steps to the rest of the team.
- Work with Senior Wealth Advisors and Senior Wealth Strategists to discuss develop and implement financial planning techniques and recommendations.
- Follow the client service process defined by the firm and coordinates the consistent delivery of services to clients.
- Take ultimate responsibility for the quality control of client deliverables such as meeting agendas financial plans investment reports analyses or presentations.
- Communicate proactively and consistently with clients to identify changes in their financial lives and needs that should be met.
- Build strong relationships with clients through consistent and caring communication.
- Maintain high professional expertise and continues to learn new processes theories and best practices of client service.
- Serve as clients financial quarterback by advising on topics such as investments retirement cash flow taxes debt charitable endeavors education planning insurance and estate planning.
- Work proactively with clients external service team including accountants and attorneys to meet client goals.
- Maintain necessary professional licenses and designations.
Firm Development
- Grow existing client relationships by adding more assets under management identifying opportunities for additional services and seeking referrals.
- Train coaches and/or mentors Senior/Advisory Analysts and Associate Wealth Advisors.
- Contribute 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.
- Ability to successfully pass criminal background / credit check 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 Wealth 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 Wealth is an Equal Employment Opportunity Employer. HB Wealth 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
