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 is seeking an experienced Wealth Advisor to join our growing this role you will provide financial planning perform client analyses and make recommendations that impact client relationships consulting with Senior Associates and Associates on complex matters as needed.

How the Wealth Advisor contributes to the success of HB:

General Support:

• Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client service process.
• Maintains internal systems with up-to-date client data areas of priority and activities.
• Trains coaches and/or mentors Associates and Senior Associates.
• Contributes to the Teams initiatives of increased efficiency quality and control through system training enhancement and process improvement.
• Grows existing client relationships by adding more assets under management identifying opportunities for additional services and seeking referrals as possible.

Advisory:

• Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates.
• Prepares and updates financial plans working with clients to obtain the necessary information and ensuring that it is accurately entered into the firms financial planning systems.
• Works with Sr. Associates and Associates to discuss develop and implement financial planning techniques and recommendations.
• Leads or participates in client meetings and adds value to meetings by delivering presentations facilitating discussions and preparing information.
• Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
• 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.

• 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.
• Ability to successfully pass criminal background / credit check required.

Qualifications:

• Bachelors degree from an accredited college or university (required)
• CFP and/or CFA preferred
• 7-10 years of relevant industry experience
• Minimum of 3 years of experience leading client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning CRM and Portfolio reporting software

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.