Wealth Advisory Support Specialist - Remote 40%

HB Wealth; Town of Florida (NY); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

PTO/Holiday policy

401k match

Remote work up to 40%

Job summary

HB Wealth, a national wealth management firm, seeks a Senior Advisory Associate for its Palm Beach Gardens office. You will support Wealth Advisors with financial plans, meeting materials, and client data management, while attending meetings to take notes and address basic inquiries.

Ideal candidates will have a Bachelor’s degree, 2–4 years in the industry, and proficiency in MS Office, CRM, and portfolio reporting software. CFP/65 preferred and background checks required.

Qualifications

• Bachelor’s degree from an accredited college or university.
• 2–4 years of relevant industry experience.
• Minimum 1 year of experience supporting client relationships.
• Proficiency with the Microsoft Office Suite; familiarity with CRM and portfolio reporting software.

Responsibilities

• Provide analysis, client service, and technical support to senior team members.
• Develop expertise across investments, cash flow projections, insurance, tax, and estate planning to prepare for a future Wealth Advisor role.
• Coordinate meeting follow-ups and collaborate with team members as needed.
• Train, coach, and mentor junior team members.
• Contribute to team initiatives to improve efficiency, quality, and control through system and process enhancements.
• 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 scheduling, preparation, meeting participation, 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 portfolio reports are complete and accurate before client meetings.

Skills

Client service

Mentoring junior staff

Financial planning collaboration

Education

Bachelor’s Degree

2–4 years experience

Series 65 or CFP preferred

Tools

Microsoft Office Suite

CRM software

Portfolio reporting software

Job description

HB Wealth, a national wealth management firm, seeks a Senior Advisory Associate for its Palm Beach Gardens office. You will support Wealth Advisors with financial plans, meeting materials, and client data management, while attending meetings to take notes and address basic inquiries.

Ideal candidates will have a Bachelor’s degree, 2–4 years in the industry, and proficiency in MS Office, CRM, and portfolio reporting software. CFP/65 preferred and background checks required.