Wealth Advisor — Remote Flex & Client Growth Leader

Talentify; Towson (MD); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

PTO & holidays

401k match

Medical, dental, vision benefits

Remote work up to 20%

Maternity/Paternity leave

Cell phone stipend

Employee events

Job summary

HB Wealth is seeking an experienced Wealth Advisor to join our nationwide team. You will provide financial planning, perform client analyses, and make recommendations that strengthen client relationships, consulting with Senior Associates and Associates on complex matters as needed.

You will coordinate with external professionals, prepare and update financial plans, lead client meetings, and deliver presentations while acting as the client's financial quarterback on investments, retirement,

Qualifications

• Bachelor’s degree from an accredited college or university.
• CFP and/or CFA credentials are required.
• 7–10 years of relevant industry experience.
• Minimum of 3 years of leading client relationships.
• Proficiency with Microsoft Office Suite.
• Experience with financial planning, CRM, and portfolio reporting software.

Responsibilities

• Assist Sr. Associates and Associates in client service steps.
• Prepare and update financial plans with client information.
• Lead or participate in client meetings and deliver presentations.
• Advise on investments, retirement, taxes, and estate planning.
• Collaborate with external professionals to meet client goals.

Skills

Financial planning

Client communication

Presentation skills

Time management

Independence

Team collaboration

Fiduciary responsibility

Analytical skills

Education

Bachelor’s degree

CFP Certification

CFA Certification

Tools

Microsoft Office

CRM systems

Portfolio reporting software

Job description

HB Wealth is seeking an experienced Wealth Advisor to join our nationwide team. You will provide financial planning, perform client analyses, and make recommendations that strengthen client relationships, consulting with Senior Associates and Associates on complex matters as needed.

You will coordinate with external professionals, prepare and update financial plans, lead client meetings, and deliver presentations while acting as the client's financial quarterback on investments, retirement,