Senior Advisory Associate

HB Wealth; Alpharetta (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

PTO/Holiday policy

Remote work 40%

Cell phone stipend

Equity participation plan

Medical, dental, vision insurance (and

Telemedicine

Job summary

HB Wealth, a national fee‑only wealth management firm, seeks a Senior Advisory Associate for its Alpharetta, GA office. The role provides technical and operational support to Wealth and Senior Wealth Advisors, serving as the internal liaison to ensure client service standards across relationships.

Responsibilities include building financial plans, preparing meeting materials, managing planning software, inputting client data, and delivering client-ready outputs.

Qualifications

• 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.
• Series 65 or CFP strongly preferred.
• Ability to pass criminal background/credit check.

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 for future Wealth Advisor roles.
• Coordinate meeting follow-ups and collaborate with team members.
• Train, coach, and mentor junior team members.
• Contribute to team initiatives to improve efficiency, quality, and control.
• Create, edit, and format professional documents using Microsoft Office Suite.
• Attend client meetings to take notes and, when appropriate, present limited materials.
• Support Wealth Advisors in managing client service, scheduling, preparation, and follow-up.
• Address basic client inquiries and assist clients with account access and portal navigation.
• Maintain accurate client data in the CRM and ensure reports are complete for client meetings.

Skills

Microsoft Office proficiency

CRM software proficiency

Financial planning software

Portfolio reporting software

Attention to detail

Client service skills

Communication skills

Series 65 or CFP preferred

Education

Bachelor’s Degree

Tools

CRM software

Financial planning software

Portfolio reporting software

Microsoft Office Suite

Job 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 a Senior Advisory Associate for our Alpharetta office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal liaison, they help ensure delivery of agreed‑upon client service standards across assigned relationships.

Key responsibilities include building and maintaining financial plans, preparing meeting materials, managing financial planning software, inputting client data, and developing client‑ready deliverables. Senior Advisory Associate may attend client meetings to take notes and handle basic client inquiries but do not provide financial advice.

Job Responsibilities:

General Support

• 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.

Analytical Support

• 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.

Advisory Support

• 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.

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
• Series 65 or CFP strongly preferred
• Ability to successfully pass criminal background / credit check required
• Competitive PTO/Holiday policy
• 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
• Paid Maternity/Paternity leaveFun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 40%
• Cell phone stipend
• Equity Participation Plan

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.