Wealth Advisor (Director)

Homrich Berg; Atlanta (GA); Hybrid; USD 70,000 - 120,000; Full time

Job summary

An established industry player is seeking an experienced Wealth Advisor to enhance client relationships and provide expert financial planning services. This role involves collaborating with a talented team to deliver comprehensive investment advice and manage client portfolios effectively. You'll leverage your extensive knowledge in financial planning while working in a supportive environment that values growth and innovation. If you are passionate about helping clients achieve their financial goals and thrive in a dynamic setting, this opportunity is perfect for you. Join a firm that prioritizes collaboration, respect, and professional development.

Benefits

Competitive annual PTO

401k match

Medical, dental, vision benefits

Paid Maternity/Paternity leave

Fun office environment with events

Paid parking

Remote work flexibility

Cell phone stipend

Qualifications

• 7-10 years of relevant industry experience required.
• Bachelor’s degree and CFP/CFA preferred.
• Strong organizational and analytical skills needed.

Responsibilities

• Manage client relationships and assist in financial planning.
• Coordinate activities with clients and supervise associates.
• Deliver presentations and facilitate client meetings.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Analytical Skills

Time Management

Presentation Skills

Team Collaboration

Education

Bachelor’s Degree

CFP Certification

CFA Certification

Tools

Microsoft Office Suite

Financial Planning Software

CRM Software

Portfolio Reporting Software

Job description

Description

HB Wealth ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA, with two other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens, FL, Tampa, FL, Nashville, TN, Columbia, SC, Augusta, GA, Towson, MD, and Columbia, MD. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $18 billion as of December 31, 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.

HB Wealth is in search of an experienced Wealth Advisor to join our growing team. The Wealth Advisor position carries out planning, analysis, and other decisions that affect client relationships, consulting with the Sr. Associates/associates on complex decisions as needed.

How the Wealth Advisor contributes to the success of HB:

General Support:

• Leverages the time and expertise of Sr. Associates and Associates by assisting them in the execution of steps in the client service process.
• Maintains internal systems with up-to-date client data, areas of priority and activities.
• Trains, coaches, and/or mentors Associates and Senior Associates.
• Contributes to the Team’s initiatives of increased efficiency, quality, and control through system training, enhancement, and process improvement.
• Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals as possible.

Advisory:

• Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates.
• Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.
• Works with Sr. Associates and Associates to discuss, develop and implement financial planning techniques and recommendations.
• Leads or participates in client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information.
• Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
• Serves as client’s “financial quarterback” by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning.
• Works proactively with clients’ external service team, including accountants and attorneys, to meet client goals.

Qualifications:

• Bachelor’s degree from an accredited college or university (required).
• CFP and/or CFA preferred
• 7-10 years of relevant industry experience
• Minimum of 3 years of experience leading client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning, CRM, and Portfolio reporting software

Requirements:

• Advanced knowledge of financial planning.
• Excellent oral and written communication skills.
• Effective presentation skills.
• Successful time management skills; deliver work products on time.
• Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
• Highly organized with exceptional attention to detail and excellent follow-through.
• Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
• Positive attitude and strong work ethic.
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
• Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
• Analytical capabilities to both retrieve data and understand the implications of that data.
• Strong desire to learn and advance in the financial industry.

Benefits:

• Competitive annual PTO + 11 annual holidays observed
• 401k match
• Strong day 1 eligible benefits offering; medical, dental, vision, telemed, disability, +
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Paid parking
• Ability to work remotely 20%
• Cell phone stipend

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.