Remote Wealth Advisor Associate — Client-Focused Planning

HB Wealth

Atlanta (GA)

Hybrid

USD 70,000 - 95,000

Full time

33 hours ago

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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.