Senior Wealth Advisory Associate — Remote Ready

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, 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.