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.

What You’ll Do

• 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.
• Develop, update, and analyze comprehensive financial plans that help clients achieve their goals.
• Serve as a trusted advisor on complex planning topics, including investments, retirement, taxes, estate planning, insurance, education planning, and charitable giving.
• Partner with Associates and Senior Associates to execute client service strategies and deliver high-quality work.
• Mentor and support developing team members through coaching, collaboration, and knowledge sharing.
• Identify opportunities to enhance processes, improve efficiency, and strengthen the client experience.
• Collaborate with clients’ external advisors, including CPAs and attorneys, to coordinate comprehensive wealth strategies.

Qualifications

• A client-first advisor who is passionate about helping individuals and families achieve their financial goals.
• Strong financial planning expertise with the ability to translate complex concepts into clear recommendations.
• A collaborative team player who thrives in a high-performing, relationship-driven environment.
• Excellent communication, presentation, and relationship-building skills.
• A proactive, organized professional with strong attention to detail and follow-through.
• A commitment to fiduciary responsibility, integrity, and delivering exceptional service.