Senior Advisory Associate - Remote-Eligible Wealth Planner

HB Wealth; Alpharetta (GA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Equity Participation Plan

Cell phone stipend

Paid Maternity/Paternity leave

Job summary

HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office to provide technical and operational support to Wealth and Senior Wealth Advisors. This role serves as the internal liaison, ensuring delivery of client service standards across assigned relationships.

The position involves building financial plans, preparing materials, managing planning software, entering 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.
• Criminal background / credit check required.
• Competitive PTO/Holiday policy.
• 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

Responsibilities

• Partner with Wealth Advisors to support client relationships, including meeting preparation, participation, follow-up, and day-to-day client needs.
• Analyze client information and prepare financial plans, reports, presentations, and customized analyses.
• Participate in client meetings, take an active role in discussions, and present materials as appropriate.
• Respond to client questions, assist with account and portal needs, and coordinate with custodians when needed.
• Maintain accurate client and portfolio information across the firm’s systems.
• Build deeper expertise across investments, cash flow, insurance, tax, and estate planning.
• Develop technical expertise in financial planning and reporting tools.
• Coach and mentor junior team members and contribute to team initiatives that improve efficiency and the client experience.

Skills

Client relationship support

Financial analysis

Communication

Attention to detail

Education

Bachelor’s Degree

Tools

Microsoft Office Suite

CRM software

Portfolio reporting software

Financial planning software

Job description

HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office to provide technical and operational support to Wealth and Senior Wealth Advisors. This role serves as the internal liaison, ensuring delivery of client service standards across assigned relationships.

The position involves building financial plans, preparing materials, managing planning software, entering client data, and delivering client-ready outputs.