Wealth Advisor
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; Nashville, 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 $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.
HB Wealth is seeking an experienced Wealth Advisor (CFP) to join our growing team in Towson, Maryland and play a key role in delivering exceptional financial advice and service to our clients. This is an exciting opportunity for an Advisor who enjoys building trusted relationships, solving complex financial challenges, and collaborating with a talented team of professionals. At HB Wealth, our Advisors serve as trusted partners and financial quarterbacks for our clients — helping them navigate investments, retirement planning, tax strategies, estate considerations, cash flow planning, and other important financial decisions. In this role, you will work directly with clients, lead meaningful conversations, develop personalized financial plans, and collaborate with Associates and Senior Associates to deliver an exceptional client experience.
Responsibilities
- Build and deepen long-term client relationships by providing proactive, personalized financial guidance.
- Lead and participate in client meetings, presenting recommendations and facilitating strategic discussions.