Associate Wealth Advisor

HB Wealth • Atlanta, GA

1d • 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.

Requirements

• 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.

Nice To Haves

• Bachelor’s Degree from an accredited college or university
• 4-7 years of relevant industry experience
• Minimum of 3 years of experience supporting client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning, CRM, and Portfolio reporting software
• Professional designation (ex. CFA, CFP) required

Responsibilities

• Assist with planning, analysis, investment, and other decisions that affect client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex decisions as needed.
• Review the deliverables of junior team members and provide guidance and feedback to help develop their skills.
• Leverage the time and expertise of Sr. Wealth Advisors by assisting them and, at times, stepping in for them in executing steps in the client service process.
• Maintain internal systems with up-to-date client data, areas of priority, and activities.
• Train, coach, and/or mentor Analysts and Senior Advisory Analysts.
• Contribute to the Advisory Team’s initiatives to improve efficiency, quality, and control through system training, enhancements, and process improvements.
• Assist with coordinating relationship management activities for new and/or existing clients by working with and supervising Advisory Analysts, Senior Advisory Analysts, and Client Service Associates.
• Prepare and update financial plans, working with clients to obtain necessary information and ensuring it is accurately entered into the firm’s financial planning systems.
• Attend internal strategic planning meetings for clients to observe and provide support as needed.
• Participate in client meetings and add value by delivering presentations and preparing relevant information.
• Create custom worksheets and analyses to address client questions or research planning topics.
• Work closely with the Client Onboarding Coordinator to ensure a smooth client transition.
• Assist in developing investment policy statements.
• Serve as the client’s “financial quarterback,” advising on investments, retirement, cash flow, taxes, debt, charitable giving, education planning, insurance, and estate planning.
• Collaborate, on a limited basis, with clients’ external service teams, including accountants and attorneys, to support client goals.

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

What This Job Offers

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