Senior Advisory Associate

HB Wealth; Town of Florida (NY); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

PTO/Holiday policy

401k match

Remote work up to 40%

Job summary

HB Wealth, a national wealth management firm, seeks a Senior Advisory Associate for its Palm Beach Gardens office. You will support Wealth Advisors with financial plans, meeting materials, and client data management, while attending meetings to take notes and address basic inquiries.

Ideal candidates will have a Bachelor’s degree, 2–4 years in the industry, and proficiency in MS Office, CRM, and portfolio reporting software. CFP/65 preferred and background checks required.

Qualifications

• Bachelor’s degree from an accredited college or university.
• 2–4 years of relevant industry experience.
• Minimum 1 year of experience supporting client relationships.
• Proficiency with the Microsoft Office Suite; familiarity with CRM and portfolio reporting software.

Responsibilities

• Provide analysis, client service, and technical support to senior team members.
• Develop 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.
• Attend client meetings to take notes and, when appropriate, present limited materials.
• Support Wealth Advisors in scheduling, preparation, meeting participation, 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 portfolio reports are complete and accurate before client meetings.

Skills

Client service

Mentoring junior staff

Financial planning collaboration

Education

Bachelor’s Degree

2–4 years experience

Series 65 or CFP preferred

Tools

Microsoft Office Suite

CRM software

Portfolio reporting 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

Position Summary

HB Wealth is seeking a Senior Advisory Associate for our Palm Beach Gardens 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

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
• 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.