Financial Advisor

Homrich Berg; Towson (MD); Remote; USD 100,000 - 150,000; Full time

Job summary

An established industry player seeks a Financial Advisor to enhance client relationships through strategic planning and investment advice. This role emphasizes collaboration with senior team members, enabling you to leverage their expertise while mentoring junior staff. You will engage in developing financial plans, advising clients on various financial matters, and managing client onboarding processes. The firm promotes a culture of continuous learning and community involvement, offering a comprehensive benefits package and the flexibility of remote work. If you're passionate about finance and eager to grow, this opportunity is perfect for you.

Benefits

PTO

Health insurance

401(k)

Paid parental leave

Remote work

Stipends

Qualifications

• 7-10 years of relevant experience including client support.
• Progress toward professional designations like CFA, CFP, or MBA.

Responsibilities

• Assist and execute client service processes with senior advisors.
• Develop and update financial plans and participate in client meetings.

Skills

Advanced financial planning knowledge

Excellent communication skills

Time management and organizational skills

Analytical skills

Education

Bachelor’s Degree

Series 65

CFP/CFA preferred

Tools

Microsoft Office

CRM software

Portfolio software

Job description

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Homrich Berg Wealth ("HB Wealth") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA, with additional offices across the US. Established in 1989, HB serves high-net-worth individuals with over $18 billion in assets under management. We foster a collaborative, respectful, and inclusive work environment, seeking talented individuals passionate about learning, growth, and innovation.

Position: Financial Advisor

The Financial Advisor will support client relationships through planning, analysis, and investment decisions, collaborating with senior team members on complex issues.

Key Responsibilities:

1. Assist and sometimes execute client service processes, leveraging senior advisors' expertise.
2. Maintain accurate client data and support team initiatives for efficiency and quality.
3. Mentor Analysts and Associate Advisors.
4. Identify opportunities to grow assets and client relationships.
5. Coordinate relationship management activities and oversee client onboarding.
6. Develop and update financial plans, participate in client meetings, and prepare analyses.
7. Advise clients on investments, retirement, taxes, estate planning, and more, working with external professionals as needed.

Why Join HB?

Enjoy a collaborative culture, community involvement, continuous learning, comprehensive benefits, and the opportunity to work remotely.

Minimum Requirements:

• Advanced financial planning knowledge.
• Excellent communication skills.
• Proven time management and organizational skills.
• Client-first attitude, integrity, and professionalism.
• Ability to work independently and within a team.
• Analytical skills and a strong desire to grow in finance.

Qualifications:

• Bachelor’s Degree; Series 65; CFP/CFA preferred.
• 7-10 years relevant experience, including client support.
• Proficiency in Microsoft Office, financial planning, CRM, and portfolio software.
• Progress toward professional designations (e.g., CFA, CFP, MBA).
• Benefits include PTO, holidays, health insurance, 401(k), paid parental leave, remote work, and stipends.

Salary:

$100k - $150k base + bonus potential.

Additional Info:

Equal Opportunity Employer. Committed to diversity and inclusion, valuing unique contributions and fostering an authentic, respectful environment.

Job Details:

• Seniority Level: Director
• Employment Type: Full-time
• Function: Finance