Trading Associate

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 Trading Associate plays a pivotal role in facilitating and implementing the Firms investment recommendations across more than $25 billion in assets. A key member of the Investment Team this individual will work closely with Portfolio Managers and collaborate with Financial Advisors to help clients achieve their financial addition to supporting day-to-day trading operations the Analyst/Associate will have the opportunity to grow within the Investment Department with potential career paths into portfolio management investment research or client advisory roles.

Job Responsibilities

• Act as a primary trader for the Firms mutual fund and exchange-traded equity securities through the Firms primary custodial relationships (Charles Schwab Fidelity Pershing).
• Gain a strong understanding of the Firms portfolio rebalancing software and investment guidelines to better streamline trading and portfolio management operations.
• Act as trading service support liaison between investment advisors and custodians.
• Assist fixed income trader with post-trade bond allocation/reconciliation.
• Operational duties including but not limited to new account setup in trading and rebalancing system fund transfers resolution of cost basis and other account related issues as they occur.
• Complete special projects as needed.

• Bachelors Degree from an accredited college or university (required) with a focus in Finance or Investments (preferred).
• Minimum of one to two years of experience in the industry with a focus on operations and trading.
• Series 65 license or equivalent or must obtain with three months of hire.
• A passion for learning about financial markets finance theory economics and current events.
• Commitment to professional development including pursuit of advanced designations such as CFA CAIA or CFP.
• Self-starter with exceptional attention to detail who can balance multiple projects and demands in a fast-paced dynamic and entrepreneurial environment.
• Ability to work in a team-oriented collaborative environment and a willingness to pitch in where needed.
• Proactively strive to review processes for efficiency and effectiveness.
• When challenged demonstrate intellectual curiosity and tenacity to find a solution.
• Ability to successfully pass criminal background / credit check required.

This is not a remote position. Candidates should expect to be in an HB office 3 days per week. Candidates should be local or willing to relocate to Atlanta.

Benefits

• 17 days annual PTO 11 annual holidays observed
• 401k match
• 1st day 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
• EPP

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.