What are the responsibilities and job description for the Associate position at Homrich Berg?
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, Tampa, 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 $18 billion as of September 30, 2024. 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 have immediate openings. This candidate will:
- Assist HB Advisors in the preparation of custom financial plans.
- Implement the firm's investment strategy as it applies to each client.
- Communicate with our clients and their advisors.
- Work both independently and in a diverse team environment to help clients reach their financial goals.
- Subscribe to our HB values of teamwork, excellence, objectivity, innovation, community, and trust.
- On the job training provided for the selected candidate in an environment that encourages collaboration, inclusivity, and hard work.
Requirements
- Four-year college degree required.
- An interest and basic understanding of traditional investment vehicles (e.g., stocks, bonds, mutual funds).
- Must be a self-starter.
- A strong desire to work one on one with our clients.
- Strong Microsoft Office skills, including Excel.
- Excellent written and verbal communication skills.
- Excellent organizational skills with strong attention to details.
- Ability to learn to prepare income tax, cash flow, and education cost projections.
- Ability to successfully pass criminal background / credit check required.
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.
- 17 days annual PTO 10 annual holidays observed
- 401k match
- Strong day 1 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
- Paid parking/commuter stipend
