Wealth Advisor - CFP, Client-First, Flexible/Remote, Equity

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 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