Advisory 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; 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 is seeking an entry-level Advisory Associate to provide administrative and technical support for the Advisory team.

Job Responsibilities

General Support

• Supports senior team members by assisting in the creation of financial plans and helping prepare materials needed for client meetings and follow ups.
• Using Microsoft Office 365 Suite create edit and produce documents that are accurate presentable and aesthetically pleasing.
• Learn and utilize client reporting software (Black Diamond) planning software (eMoney) SharePoint and other research and planning tools.
• Develops familiarity with financial planning and developing financial plans for clients.

Analytical Support

• Analyzes client information and prepares reports and presentations.
• Enters information into financial planning software and prepares draft plans with help from a Senior Advisory Associate Associate Wealth Advisor or Wealth Advisor.
• Assist with tax coordination.

Advisory

• Limited attendance at client meetings; takes extensive notes.
• Maintains information in the CRM system including client personal data meeting notes follow ups etc.
• Generates and reviews reports in the portfolio management system for accuracy in preparation of client meetings.

• Excellent oral and written communication skills.
• Effective time management skills; deliver work products on time.
• 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.
• Positive attitude strong work ethic and an ability and desire to work in an entrepreneurial fast-paced environment.
• 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.
• Strong analytical and problem-solving skills.
• Strong desire to learn and advance in the financial industry.
• Ability to successfully pass criminal background / credit check required.

Qualifications

• 0-2 years of relevant industry experience
• Bachelors Degree from an accredited college or university (required)
• Highly proficient with the Microsoft Office 365 Suite
• Demonstrated desire toward a Professional designation (ex. CFA CFP) is preferred
• Ability to obtain series 65 within the first year of employment

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.