Senior Advisory Associate

Job Responsibilities

• Provide analysis, client service, and technical support to senior team members.
• Develop technical expertise across investments, cash flow projections, insurance, tax, and estate planning to prepare for a future Wealth Advisor role.
• Cook up meeting follow-ups and collaborate with team members as needed.
• Train, coach, and mentor junior team members.
• Create, edit, and format professional documents using Microsoft Office Suite.
• Analyze client data and prepare reports, presentations, and financial plans.
• Enter and maintain information in financial planning software; produce specialized reports and analyses.
• Aid in preparing investment policy statements.

Advisory Support

• Attend client meetings to take notes and, when appropriate, present limited materials.
• Support Wealth Advisors in managing client service—scheduling, preparation, meeting participation, and follow-up.
• Address basic client inquiries and assist clients with account access and portal navigation.
• Cook up with custodians to obtain account information as needed.
• Maintain accurate client data in the CRM and ensure portfolio reports are complete and accurate before client meetings.

Requirements

• Bachelor’s Degree from an accredited college or university
• 2-4 years of relevant industry experience
• Minimum of 1 year of experience supporting client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning, CRM, and Portfolio reporting software
• Series 65 or CFP strongly preferred
• Ability to successfully pass criminal background / credit check required

Benefits

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

About the Role

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. 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 $29 billion in assets under management as of October 31, 2025, 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.