Associate Portfolio Manager

HB Wealth • Atlanta, GA

6d • Hybrid

About The Position

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 $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing 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.

Requirements

• Bachelor’s Degree from an accredited college or university (required) with a focus in Finance or Investments (preferred).
• 5+ years of relevant industry experience working with HNW clients.
• CFA Charterholder.
• Demonstrated knowledge of various securities markets, including private alternatives such as private equity, private debt and real estate.
• A passion for teaching junior associates about financial markets, finance theory, economics, and current events.
• Demonstrate exceptional attention to detail, intellectual curiosity, and a proactive approach to reviewing processes for efficiency and effectiveness.
• Thrive in a fast-paced, entrepreneurial environment by balancing multiple projects, collaborating within a team, and willingly contributing wherever needed.
• Ability to successfully pass criminal background / credit check required.

Nice To Haves

• Focus in Finance or Investments (preferred).

Responsibilities

• Act as a “go-to” investment resource to high-net-worth (HNW) clients.
• Collaborate with Financial Advisors to develop investment guidelines that reflect each client's risk tolerance and objectives, as outlined in the client’s Investment Policy Statement (IPS).
• Independently oversee client portfolios, proactively recommend adjustments, and execute modifications as appropriate, with a focus on separately managed accounts and private investments.
• Champion the firm’s portfolio rebalancing software and investment guidelines.
• Gain knowledge of the Firm’s approved investment strategies, with an emphasis on private investments.
• Manage research projects and complete special assignments as directed by the Investment Committee.

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
• Equity Participation Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level