You haven't searched anything yet.
Description
Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with two other offices in the metro-Atlanta area, and additional offices in Palm Beach Gardens, FL, Nashville, TN, Columbia, SC, and Augusta, GA. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $14.5 billion as of December 31, 2023. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.
HB's Atlanta (Buckhead) office is seeking an Associate to work directly with HB Advisors and HB clients to offer comprehensive wealth management. We are looking for someone to start with HB Q1 of 2024. This candidate will:
Requirements
The ideal candidate is an individual who (a) is detail oriented, (b) resourceful, (c) seeks intellectual challenges, (d) desires to develop long-term relationships with clients, and (e) wants to grow into a leadership role with a successful wealth management firm.
Full Time
Investment Management
$60k-83k (estimate)
05/26/2022
06/20/2024
homrichberg.com
ALPHARETTA, GA
100 - 200
1989
$10M - $50M
Investment Management
Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $8 billion for over 1800 client relationships nationwide.