Senior Advisory Associate

HB Wealth • Towson, MD

3d • Hybrid

About The Position

HB Wealth is a national, independent, fee-only wealth management firm with multiple offices across the US. Founded in 1989, HB provides wealth advisory services, investment management, and family office services to high-net-worth individuals, families, and institutions. With over $29 billion in assets under management, the firm emphasizes The Fiduciary Standard, Elevated. HB Wealth fosters a healthy, collaborative work environment where team members are respected and valued, seeking individuals passionate about learning, growing, sharing ideas, and making a meaningful impact.

Requirements

• Bachelor’s Degree from an accredited college or university
• 2-4 years of relevant industry experience
• Minimum of 1 year of experience supporting client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning, CRM, and Portfolio reporting software
• Demonstrated progress toward a Professional designation (ex. series 65, CFP)
• Ability to obtain series 65 within the first 6 months of employment.

Responsibilities

• Provide analysis, client service, and technical support to senior team members.
• Develop technical expertise across investments, cash flow projections, insurance, tax, and estate planning to prepare for a future Wealth Advisor role.
• Coordinate meeting follow-ups and collaborate with team members as needed.
• Train, coach, and mentor junior team members.
• Contribute to team initiatives to improve efficiency, quality, and control through system and process enhancements.
• Create, edit, and format professional documents using Microsoft Office Suite.
• Analyze client data and prepare reports, presentations, and financial plans.
• Enter and maintain information in financial planning software; produce specialized reports and analyses.
• Assist in preparing investment policy statements.
• Attend client meetings to take notes and, when appropriate, present limited materials.
• Support Wealth Advisors in managing client service—scheduling, preparation, meeting participation, and follow-up.
• Address basic client inquiries and assist clients with account access and portal navigation.
• Coordinate with custodians to obtain account information as needed.
• Maintain accurate client data in the CRM and ensure portfolio reports are complete and accurate before client meetings.

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: Mid Level