Associate Wealth Advisor

HB Wealth; Atlanta (GA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive PTO/Holiday policy

401k match

Medical/dental/vision benefits

Remote work up to 40%

Job summary

HB Wealth, a national independent wealth management firm, seeks an Associate Wealth Advisor in Buckhead to support comprehensive wealth management, financial planning, and client recommendations. You will work with Lead Advisors and contribute to client meetings, plan preparation, and follow-up, while guiding junior team members to maintain quality and timeliness.

You will help deliver an exceptional client experience, support relationship growth, and coordinate with the advisory team to ensure

Qualifications

• Advanced knowledge of financial planning.
• Excellent oral and written communication skills.
• Effective presentation skills.
• Strong time management; deliver work on time.
• Ability to work independently in a fast-paced environment.
• Client-first attitude with fiduciary responsibility.
• Highly organized with attention to detail.
• Self-starter with initiative in a entrepreneurial setting.
• Strong interpersonal skills and teamwork.
• Willingness to learn and grow in financial industry.

Responsibilities

• Assist with relationship management for new and existing clients.
• Prepare and update financial plans with client data.
• Attend internal client strategy meetings to observe and contribute.
• Attend client meetings by preparing materials and delivering input.
• Create analyses to address client questions and planning topics.
• Coordinate with onboarding to ensure smooth client transitions.
• Support development of Investment Policy Statements.
• Serve as trusted financial advisor on investments, retirement, taxes, and estate planning.
• Collaborate with clients' external advisors to achieve goals.

Skills

Financial planning

Client relationships

Communication

Time management

Independent work

Team collaboration

Analytical

Presentation

Proactive learning

Fiduciary responsibility

Education

Bachelor’s Degree in Finance or related field

4-7 years of relevant industry experience

3+ years supporting client relationships

Professional designation (CFP/CFA)

Criminal background / credit check clearance

Tools

Microsoft Office Suite

CRM software

Portfolio reporting software

Financial planning software

Job description

Description

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.

Job Type

Full-time

Description

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.

Position Summary

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and client recommendations. Working closely with Lead and Secondary Advisors, this role helps identify client needs, prepare and implement financial plans, participate in client meetings, and manage follow-up activities. The Associate Wealth Advisor plays a key role in delivering an exceptional client experience while supporting client retention and long-term relationship growth. In addition to client-facing responsibilities, this position contributes to team success by reviewing and coordinating work completed by Advisory Associates and Senior Advisory Associates, helping ensure quality and timeliness. The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team.

Job Responsibilities

General Support

• Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters as needed.


• Review work completed by junior team members and provide guidance and feedback to support their development.


• Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times, independently executing steps in the client service process.


• Maintain internal systems with accurate, up-to-date client information, priorities, and activities.


• Train, coach, and mentor Associates and Senior Advisory Associates.


• Contribute to Advisory Team initiatives focused on improving efficiency, quality, and controls through system enhancements, training, and process improvement efforts.

Advisory

• Assist with relationship management activities for new and existing clients by coordinating and overseeing work completed by Advisory Associates, Senior Advisory Associates, and Client Service Associates.


• Prepare and update financial plans, working with clients to gather information and ensure accurate entry into the firm's financial planning systems.


• Attend internal client strategy meetings to observe, contribute, and provide support as needed.


• Participate in client meetings by preparing materials, delivering presentations, and contributing to discussions.


• Create custom worksheets and analyses to address client questions and research planning topics.


• Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience.


• Assist in the development of Investment Policy Statements.


• Serve as clients' trusted financial advisor, providing guidance on investments, retirement planning, cash flow, taxes, debt management, charitable giving, education funding, insurance, and estate planning.


• Collaborate, as needed, with clients' external advisors, including accountants and attorneys, to help achieve client goals.

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.

Required Qualifications

• 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.


• Ability to successfully pass criminal background / credit check required

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 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 is an Equal Employment Opportunity Employer. HB 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.