Associate, Prospect Engagement & Qualification

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.

Job Summary

HB is seeking an Associate Prospect Engagement & Qualification to serve as a critical front-end driver of the firms growth by managing inbound prospects through qualification nurture and advancement toward close. As the first meaningful point of contact the role evaluates prospect fit actively progresses qualified opportunities and routes early-stage or non-fit leads into marketing nurture. By partnering closely with Advisors Marketing and Business Development this role protects Advisor time improves conversion rates and supports the creation of high-quality advisory relationships.

Job Responsibilities
Inbound Opportunity Ownership & Qualification

• Assists with inbound Marketing Qualified Leads (MQLs) starting with first contact
• Distinguish efficiently between qualified prospects and early-stage or non-fit leads routing not-yet-qualified opportunities into Marketing nurture
• Conduct consultative discovery conversations to assess prospect needs motivations financial complexity urgency and readiness
• Apply the firms Advisor Ready Lead criteria with sound judgment and consistency
• Maintain active engagement thoughtful persistence and forward momentum across viable opportunities

Opportunity Development & Nurture

• Actively nurture qualified prospects over time through purposeful follow-up and education
• Guide prospects toward clarity and commitment helping them progress toward introduction to an Advisor and closing
• Address questions hesitations and objections thoughtfully and professionally
• Develop a deep understanding of HBs value proposition to educate prospects on the value of HB Wealths differentiators

Advisor Introduction & Near-Close Partnership

• Determine the appropriate moment to introduce an Advisor based on readiness alignment and closing probability
• Deliver Advisor-Ready opportunities that are positioned very late-stage near closing
• Provide comprehensive handoffs including prospect context motivations dynamics and recommended positioning
• Partner with Advisors to ensure seamless transitions and productive first meetings

Pipeline Management & Continuous Improvement

• Manage an active pipeline of inbound opportunities with clear prioritization and follow-through
• Maintain disciplined CRM documentation capturing both quantitative and qualitative insights
• Partner with BD leadership and Marketing to share insights on lead quality objections and conversion trends to continually improve our overall approach to Business Development and Marketing
• Contribute feedback leading to ongoing refinement of qualification standards messaging and pipeline process

• Sales-minded with strong ownership mentality and comfort driving opportunities forward
• AI-centric and automation-minded; stays on the cutting edge of AI-driven tools and process improvements to continually enhance our approach
• Proficiency with Microsoft Office Suite including but not limited to Word and Excel as well as Adobe Acrobat
• Excellent interpersonal engagement listening skills and conversational judgment
• Confidence leading discovery nurture and decision-oriented conversations
• Clear persuasive and professional verbal and written communication
• Commitment to meeting established deadlines and managing time effectively
• Positive attitude and strong work ethic
• Highly organized with exceptional attention to detail and excellent follow-through
• Self-starter with high initiative and comfort operating in a fast-paced environment
• The ability to partner effectively in a team and build trust and confidence of colleagues
• Strong analytical and problem-solving skills

Qualifications:

• Bachelors Degree from an accredited college or university; Finance Financial Planning or Business focus preferred
• 3-5 years of relevant experience
• CFP or Series 65 preferred
• Experience with CRM preferred

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 40%
• Cell phone stipend
• EPP

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.