Advisory Team Leader

Job Responsibilities

• Leadership & Culture
• Embrace, model, and reinforce HB Values and leadership behaviors
• Serve as a visible leader for the Advisors and Associates and as a point of escalation for team-related issues and complex client situations
• Actively support HB initiatives and ensure team alignment with strategic priorities
• Foster a culture of accountability, collaboration, client-first thinking, continuous improvement, and compliance
• Partner with leaders across markets to promote connection, knowledge sharing, and consistency across teams
• Reinforce adherence to HB policies, procedures, and fiduciary and regulatory standards
• Client Experience & Quality Oversight
• Oversee delivery of advisory services with a focus on client experience excellence and consistent execution of HB standards
• Elevate the overall client experience by reinforcing best-practice planning, communication, and coordination standards across the team
• Provide oversight and quality assurance for advisory work products delivered by the team
• Identify risks, gaps, and areas for improvement within the client experience and partner with executive leadership to implement enhancements to the service model
• Improve client continuity by strengthening institutional knowledge sharing across the team
• Promote the adoption and effective use of advisory technology tools, including planning tools that enhance the depth and consistency of client engagements
• Serve as Lead Advisor for select client relationships and support other Advisors on complex or high-profile situations
• Advisor Development, Coaching & Performance Management
• Lead, coach, mentor, and develop Advisors across experience levels to improve client delivery, planning quality, communication, and overall effectiveness
• Provide continuous coaching and real-time feedback to Advisors and Associates with clear expectations around performance, development, and accountability
• Draft and deliver annual performance reviews for team members
• Identify skill gaps and development opportunities and partner with leadership and HR on targeted development plans
• Guide career development and progression planning for Advisors and Associates, including readiness for expanded responsibility and future leadership roles
• Ensure team members receive the training and support necessary to succeed in their roles
• Build bench strength over time by mentoring team members and helping prepare future leaders
• Growth & Business Management
• Model a growth-oriented mindset that team members can emulate
• Coach Advisors on growth strategies, relationship expansion, and pipeline discipline
• Support Advisors in developing and executing clear, credible growth plans
• Lead regular pipeline and business development discussions with team members
• Promote pricing discipline, including evaluation of discounting and alignment of fees with value delivered
• Promote effective delegation, collaboration, and leverage across Advisors and Associates
• Team Effectiveness & Operations
• Strengthen communication, coordination, and engagement among team members, including across locations
• Identify opportunities to improve workflows, processes, and service delivery
• Partner with operations, compliance, and investment teams to support seamless client service and strong execution
• Identify talent gaps, succession risks, and organizational needs within the team
• Serve as liaison between the advisory team and firm executive leadership
• Firm, Market & Community Engagement
• Strengthen HB Wealth’s brand and visibility in the market
• Build and maintain relationships with key centers of influence and professional partners
• Contribute to increased referral activity and professional network engagement
• Represent the HB Wealth and the advisory team in the market and across the firm
• Participate in firm initiatives, leadership forums, and internal committees
• Collaborate with leaders across markets to ensure strong relationships, alignment, and shared standards
• Support firm culture, engagement, and community involvement
• Contribute to broader advisory strategy and long-term growth plans

Requirements

• Demonstrated ability to lead, coach, and mentor advisory professionals
• Strong relationship building and communication skills
• High emotional intelligence and sound judgment
• Able to motivate and engage teams without reliance on production goals
• Clear and effective written and verbal communication
• Effective organizational and prioritization skills
• Effective problem solver with attention to quality and detail
• Professional demeanor and commitment to fiduciary responsibility
• Able to manage change in a growing organization
• Ability to successfully pass criminal background / credit check required

Qualifications

• Bachelor’s Degree from an accredited college or university
• 8+ years of experience in wealth management or Family Office services
• 5+ years of experience leading, coaching, or mentoring advisory professionals
• CFP or CFA designation preferred; Series 65 required if no CFP or CFA designation
• Based in the Atlanta market with limited travel as needed to support cross-market collaboration