Financial Advisor

Description

HB Wealth ("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, Augusta, GA, Towson, MD, and Columbia, MD. 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 December 31, 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.

If you think you'd be a great fit at HB but don't see an open position that fits your skill set, send us your resume anyway so that we have it on file for any future job openings! Please click on the "View All Jobs" hyperlink below and click the Share Your Information button at the bottom of the page.

HB Wealth is in search of a Financial Advisor to join our growing team. The Financial Advisor position carries out planning, analysis, investment, and other decisions that affect client relationships, consulting with the Sr. Financial Advisor/Sr. Relationship Advisor and Sr. Planner on complex decisions as needed. 

How the Financial Advisor contributes to the success of HB:

General Support

• Leverages the time and expertise of Sr. Financial Advisors by assisting them and at times replacing them in the execution of steps in the client service process.
• Maintains internal systems with up-to-date client data, areas of priority and activities.
• Trains, coaches, and/or mentors Analysts and Associate Advisors.
• Contributes to the Advisory Team’s initiatives of increased efficiency, quality, and control through system training, enhancement, and process improvement. 
• Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals. 

Advisory 

• Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Analysts, Associate Advisors, and Sr./ Client Service Administrators. 
• Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems. 
• Works with Sr. Financial Advisors and Sr. Planners to discuss, develop and implement financial planning techniques and recommendations.
• Leads or participates in client meetings and adds value to meetings by delivering presentations, facilitating discussions, and preparing information. 
• Creates custom worksheets and analyses where needed to answer client questions or research planning topics.
• Oversees the transfer of client assets to the firm during new client onboarding, working closely with the Onboarding Coordinator. 
• Assists in the development of the asset allocation strategies and on-going portfolio management and works with the Portfolio Managers to implement. 
• Serves as client’s “financial quarterback” by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning.
• Works proactively with clients’ external service team, including accountants and attorneys, to meet client goals.

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. 

Requirements

• Advanced knowledge of financial planning.
• Excellent oral and written communication skills.
• Effective presentation skills. 
• Successful time management skills; deliver work products on time. 
• Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure. 
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
• Highly organized with exceptional attention to detail and excellent follow-through.
• Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
• Positive attitude and strong work ethic.
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
• Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
• Analytical capabilities to both retrieve data and understand the implications of that data. 
• Strong desire to learn and advance in the financial industry.

Qualifications:

• Bachelor’s Degree from an accredited college or university (required).
• Series 65 securities license; CFP and/or CFA preferred
• 5-10 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
• Demonstrated progress toward a Professional designation (ex. CFA, CFP, MBA)

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.

Benefits

• 22 days annual PTO 11 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