Wealth Advisor

HB Wealth; Towson (MD); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive PTO and holidays

401(k) match

Day-one benefits eligibility (medical,

Paid maternity and paternity leave

Flexible work up to 20% remote

Cell phone stipend

Equity Participation Plan

Team events

Job summary

HB Wealth is seeking an experienced Wealth Advisor (CFP) to join our Towson, Maryland team and deliver exceptional financial advice to our clients. You will build trusted relationships, navigate complex planning, and collaborate with Associates to provide tailored financial solutions.

As a fiduciary, you will lead client conversations, develop comprehensive plans, and partner with CPAs and attorneys to coordinate wealth strategies in a supportive, team-driven environment with opportunities for

Qualifications

• 7–10 years of relevant wealth management experience.
• Minimum of 3 years leading client relationships.
• Experience with financial planning, CRM, portfolio reporting, and Microsoft Office tools.
• Ability to successfully complete required background and credit checks.

Responsibilities

• Build and deepen long-term client relationships by providing proactive, personalized financial guidance.
• Lead and participate in client meetings, presenting recommendations and facilitating strategic discussions.
• Develop, update, and analyze comprehensive financial plans that help clients achieve their goals.
• Serve as a trusted advisor on complex planning topics, including investments, retirement, taxes, estate planning, insurance, education planning, and charitable giving.
• Partner with Associates and Senior Associates to execute client service strategies and deliver high-quality work.
• Mentor and support developing team members through coaching, collaboration, and knowledge sharing.
• Identify opportunities to enhance processes, improve efficiency, and strengthen the client experience.
• Collaborate with clients’ external advisors, including CPAs and attorneys, to coordinate comprehensive wealth strategies.

Skills

Wealth management

Client relationships

Financial planning

Communication

Leadership

Tools

CRM software

Portfolio reporting

MS Office

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; Nashville, NC; Columbia and Greenville, SC.

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 an experienced Wealth Advisor (CFP) to join our growing team in Towson, Maryland and play a key role in delivering exceptional financial advice and service to our clients. This is an exciting opportunity for an Advisor who enjoys building trusted relationships, solving complex financial challenges, and collaborating with a talented team of professionals.

At HB Wealth, our Advisors serve as trusted partners and financial quarterbacks for our clients — helping them navigate investments, retirement planning, tax strategies, estate considerations, cash flow planning, and other important financial decisions. In this role, you will work directly with clients, lead meaningful conversations, develop personalized financial plans, and collaborate with Associates and Senior Associates to deliver an exceptional client experience.

What You’ll Do

• Build and deepen long-term client relationships by providing proactive, personalized financial guidance.
• Lead and participate in client meetings, presenting recommendations and facilitating strategic discussions.
• Develop, update, and analyze comprehensive financial plans that help clients achieve their goals.
• Serve as a trusted advisor on complex planning topics, including investments, retirement, taxes, estate planning, insurance, education planning, and charitable giving.
• Partner with Associates and Senior Associates to execute client service strategies and deliver high-quality work.
• Mentor and support developing team members through coaching, collaboration, and knowledge sharing.
• Identify opportunities to enhance processes, improve efficiency, and strengthen the client experience.
• Collaborate with clients’ external advisors, including CPAs and attorneys, to coordinate comprehensive wealth strategies.

What We’re Looking For

• A client-first advisor who is passionate about helping individuals and families achieve their financial goals.
• Strong financial planning expertise with the ability to translate complex concepts into clear recommendations.
• A collaborative team player who thrives in a high-performing, relationship-driven environment.
• Excellent communication, presentation, and relationship-building skills.
• A proactive, organized professional with strong attention to detail and follow-through.
• A commitment to fiduciary responsibility, integrity, and delivering exceptional service.

Qualifications

• 7–10 years of relevant wealth management experience.
• Minimum of 3 years leading client relationships.
• Experience with financial planning, CRM, portfolio reporting, and Microsoft Office tools.
• Ability to successfully complete required background and credit checks.

Why HB Wealth?

At HB Wealth, we believe great advice starts with great relationships — with our clients and with each other. We are a growing, collaborative firm where talented professionals have the opportunity to make an impact, continue developing their expertise, and work alongside a team committed to excellence.

We offer

• Competitive PTO and holiday policy
• 401(k) match
• Day-one benefits eligibility, including medical, dental, vision, telemedicine, disability, and more
• Paid maternity and paternity leave
• Flexible work environment with up to 20% remote work
• Cell phone stipend
• Equity Participation Plan (EPP)
• A welcoming workplace with monthly and quarterly team events