Wealth Planning Associate - Client-Focused Advisor

HB Wealth

Atlanta (GA)

On-site

USD 90,000 - 130,000

Full time

2 days ago

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Job summary

HB Wealth in Atlanta, GA is seeking an Associate Wealth Advisor to support our clients and advisory team through comprehensive financial planning and wealth management services. You’ll assist Lead and Secondary Advisors with financial plans, investment analyses, and tailored recommendations, and participate in client meetings to ensure exceptional service.

You’ll also help coach junior staff, review work for accuracy, and collaborate closely with team members to manage projects and maintain high

Qualifications

Bachelor’s degree required from an accredited college.
4-7 years of relevant industry experience.
Minimum of 3 years of experience supporting client relationships.
Proficient withMicrosoft Office; experience with CRM and reporting tools.

Responsibilities

Assist with financial planning, investment analysis and client relationships.
Review and provide guidance on the work of junior team members.
Support Senior Wealth Advisors by executing client service tasks.
Maintain accurate client data and prioritize activities in internal systems.
Train, coach, and mentor Advisory Associates and Senior Advisory Associates.
Contribute to team initiatives to improve efficiency, quality, and control through system training and process enhancements.
Coordinate client relationship activities and supervise advisory teams.
Prepare and update financial plans with accurate client information.
Attend internal planning meetings and assist as needed.
Participate in client meetings, deliver presentations and prepare materials.
Create custom worksheets and analyses for client questions or research topics.