Associate Wealth Advisor

Position Summary

HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and client recommendations. This role involves identifying client needs, preparing and implementing financial plans, participating in client meetings, and managing follow-up activities.

Job Responsibilities

• Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters as needed.
• Review work completed by junior team members and provide guidance and feedback to support their development.
• Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times, independently executing steps in the client service process.
• Maintain internal systems with accurate, up-to-date client information, priorities, and activities.
• Train, coach, and mentor Associates and Senior Advisory Associates.
• Contribute to Advisory Team initiatives focused on improving efficiency, quality, and controls through system enhancements, training, and process improvement efforts.
• Assist with relationship management activities for new and existing clients by coordinating and overseeing work completed by Advisory Associates, Senior Advisory Associates, and Client Service Associates.
• Prepare and update financial plans, working with clients to gather information and ensure accurate entry into the firm's financial planning systems.
• Attend internal client strategy meetings to observe, contribute, and provide support as needed.
• Participate in client meetings by preparing materials, delivering presentations, and contributing to discussions.
• Create custom worksheets and analyses to address client questions and research planning topics.
• Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience.
• Aid in the development of Investment Policy Statements.
• Serve as clients' trusted financial advisor, providing guidance on investments, retirement planning, cash flow, taxes, debt management, charitable giving, education funding, insurance, and estate planning.
• Collaborate, as needed, with clients' external advisors, including accountants and attorneys, to help achieve client goals.

Required Qualifications

• Bachelor’s Degree from an accredited college or university
• 4-7 years of relevant industry experience
• Minimum of 3 years of experience supporting client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning, CRM, and Portfolio reporting software
• Professional designation (ex. CFA, CFP) required
• Ability to successfully pass criminal background / credit check required

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 40%
• Cell phone stipend
• EPP

Why HB is a great place to work

• Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported.
• The community involvement and philanthropy opportunities contribute to the culture of our company.
• The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer

We only invite 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.