Associate Wealth Advisor

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; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashville TN.

Founded in 1989 HB provides wealth advisory services investment management and family office services to primarily high-net-worth individuals families and institutions. With over $29 billion in assets under management as of October 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing unwavering financial peace of mind to the clients we are privileged to serve.

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:

HB wealth seeks an Associate Wealth this role you will play a key role in supporting our clients and advisory team through comprehensive financial planning and wealth management services. Youll assist Lead and Secondary Advisors in preparing and delivering financial plans conducting investment analyses and developing tailored recommendations.

Youll actively participate in client meetings manage follow-up actions and ensure every client receives exceptional addition to client work youll collaborate closely with team members to review and manage projects maintaining high standards of quality and timeliness. Youll also help coach and mentor junior staff sharing best practices in financial planning and firm processes.

This role is ideal for someone who is detail-oriented collaborative and passionate about delivering outstanding client experiences.

Job Responsibilities:

General Support

• Assist with financial planning investment analysis and other decisions affecting client relationships consulting with Lead/Secondary Advisors and Wealth Strategists as needed.
• Review and provide guidance on the work of junior team members to support skill development.
• Support Senior Wealth Advisors by executing or stepping in on client service tasks.
• Maintain accurate client data and prioritize activities within internal systems.
• Train coach and mentor Advisory Associates and Senior Advisory Associates.
• Contribute to team initiatives to improve efficiency quality and control through system training and process enhancements.

Advisory

• Coordinate client relationship activities supervising and collaborating with Advisory Associates Senior Advisory Associates and Operations teammates.
• Prepare and update financial plans ensuring client information is accurate and complete in the firms systems.
• Attend internal strategic planning meetings providing assistance as needed.
• Participate in client meetings delivering presentations and preparing materials.
• Create custom worksheets and analyses to address client questions or research planning topics.
• Work with the client onboarding coordinator to ensure smooth client transitions.
• Assist in developing investment policy statements.
• Serve as the clients financial quarterback advising on investments retirement cash flow taxes debt charitable giving education planning insurance and estate planning.
• Collaborate on a limited basis with clients external advisors including accountants and attorneys to achieve client goals.

• Bachelors Degree from an accredited college or university
• 4-7 years of relevant industry experience
• Minimum of 3 years of experience supporting client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning CRM and Portfolio reporting software
• Professional designation (ex. Series 65 CFA CFP) required
• Ability to successfully pass criminal background / credit check required

Benefits

• Competitive PTO/Holiday policy
• 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.