Associate, Prospect Engagement & Qualification

HB Wealth•Atlanta, GA

1h•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 $29 billion in assets under management as of October 31, 2025, 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. Job Summary HB is seeking an Associate, Prospect Engagement & Qualification to serve as a critical front-end driver of the firm’s 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.

Requirements

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
Bachelor’s Degree from an accredited college or university; Finance, Financial Planning or Business focus preferred
3-5 years of relevant experience
Experience with CRM preferred

Nice To Haves

CFP or Series 65 preferred

Responsibilities

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 firm’s Advisor Ready Lead criteria with sound judgment and consistency
Maintain active engagement, thoughtful persistence, and forward momentum across viable opportunities
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 HB’s value proposition to educate prospects on the value of HB Wealth’s differentiators
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
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

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
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.