Senior Advisory Associate (Alpharetta Office)

HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN. Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing unwavering financial peace of mind to the clients we are privileged to serve. At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients. Position Summary:HB Wealth is seeking a Senior Advisory Associate for our Alpharetta office to join an amazing team! This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal liaison, they help ensure delivery of agreed-upon client service standards across assigned relationships. Key responsibilities include building and maintaining financial plans, preparing meeting materials, managing financial planning software, inputting client data, and developing client-ready deliverables. Senior Advisory Associate may attend client meetings to take notes and handle basic client inquiries but do not provide financial advice. Job Responsibilities: Advisory & Client SupportPartner with Wealth Advisors to support client relationships, including meeting preparation, participation, follow-up, and day-to-day client needs.Analyze client information and prepare financial plans, reports, presentations, and customized analyses.Participate in client meetings, take an active role in discussions, and present materials as appropriate.Respond to client questions, assist with account and portal needs, and coordinate with custodians when needed.Maintain accurate client and portfolio information across the firm’s systems. Growth & DevelopmentBuild deeper expertise across investments, cash flow, insurance, tax, and estate planning as you prepare for continued growth within the advisory team.Develop technical expertise in financial planning and reporting tools.Coach and mentor junior team members and contribute to team initiatives that improve efficiency and the client experience. Requirements:Bachelor’s Degree from an accredited college or university2-4 years of relevant industry experienceMinimum of 1 year of experience supporting client relationshipsHighly proficient with the Microsoft Office SuiteProficiency with financial planning, CRM, and Portfolio reporting softwareSeries 65 or CFP strongly preferredAbility to successfully pass criminal background / credit check required Benefits:Competitive PTO/Holiday policy401k match1st day eligible benefits offering; medical, dental, vision, telemed, disability, +Paid Maternity/Paternity leaveFun and welcoming office environment with monthly and quarterly eventsAbility to work remotely 40%Cell phone stipendEquity Participation Plan Why HB is a great place to workEmployees 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.