What are the responsibilities and job description for the Associate Wealth Advisor position at HB Wealth?
Description
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; Nashville, TN; Columbia and Greenville, SC; Augusta, GA; and Towson and Columbia, MD.
Founded in 1989, HB provides comprehensive financial planning, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $25 billion in assets under management as of May 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing clients trusted advice and financial peace of mind.
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 seeks an Associate Wealth Advisor. In this role you will play a key role in supporting our clients and advisory team through comprehensive financial planning and wealth management services. You’ll assist Lead and Secondary Advisors in preparing and delivering financial plans, conducting investment analyses, and developing tailored recommendations.
You’ll actively participate in client meetings, manage follow-up actions, and ensure every client receives exceptional service. In addition to client work, you’ll collaborate closely with team members to review and manage projects, maintaining high standards of quality and timeliness. You’ll also help coach and mentor junior staff, sharing best practices in financial planning and firm processes.
This role is ideal for someone who is detail-oriented, collaborative, and passionate about delivering outstanding client experiences.
Job Responsibilities:
General Support
- Assist with financial planning, investment analysis, and other decisions affecting client relationships, consulting with Lead/Secondary Advisors and Wealth Strategists as needed.
- Review and provide guidance on the work of junior team members to support skill development.
- Support Senior Wealth Advisors by executing or stepping in on client service tasks.
- Maintain accurate client data and prioritize activities within internal systems.
- Train, coach, and mentor Advisory Associates and Senior Advisory Associates.
- Contribute to team initiatives to improve efficiency, quality, and control through system training and process enhancements.
Advisory
- Coordinate client relationship activities, supervising and collaborating with Advisory Associates, Senior Advisory Associates and Operations teammates.
- Prepare and update financial plans, ensuring client information is accurate and complete in the firm’s systems.
- Attend internal strategic planning meetings, providing assistance as needed.
- Participate in client meetings, delivering presentations and preparing materials.
- Create custom worksheets and analyses to address client questions or research planning topics.
- Work with the client onboarding coordinator to ensure smooth client transitions.
- Assist in developing investment policy statements.
- Serve as the client’s “financial quarterback,” advising on investments, retirement, cash flow, taxes, debt, charitable giving, education planning, insurance, and estate planning.
- Collaborate, on a limited basis, with clients’ external advisors, including accountants and attorneys, to achieve client goals.
Requirements
- Bachelor’s Degree from an accredited college or university
- 4-7 years of relevant industry experience
- Minimum of 3 years of experience supporting client relationships
- Highly proficient with the Microsoft Office Suite
- Proficiency with financial planning, CRM, and Portfolio reporting software
- Professional designation (ex. Series 65, CFA, CFP) required
- Ability to successfully pass criminal background / credit check required
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical, dental, vision, telemed, disability,
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- EPP
Why HB is a great place to work
Employees 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. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.
Salary : $25
