Advisory Associate at HB Wealth

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Management, Client Reporting, Microsoft Office 365 Suite, Black Diamond, eMoney, SharePoint, CRM Systems, Portfolio Management Systems, Time Management, Attention To Detail, Analytical Skills, Problem-Solving, Interpersonal Skills, Fiduciary Responsibility, Communication

Industry

Financial Services

Description

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; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN. 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 $29 billion in assets under management as of October 31, 2025, 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. Position Summary HB is seeking an entry-level Advisory Associate to provide administrative and technical support for the Advisory team. Job Responsibilities General Support Supports senior team members by assisting in the creation of financial plans and helping prepare materials needed for client meetings and follow ups. Using Microsoft Office 365 Suite, create, edit, and produce documents that are accurate, presentable, and aesthetically pleasing. Learn and utilize client reporting software (Black Diamond), planning software (eMoney), SharePoint, and other research and planning tools. Develops familiarity with financial planning and developing financial plans for clients. Analytical Support Analyzes client information and prepares reports and presentations. Enters information into financial planning software and prepares draft plans, with help from a Senior Advisory Associate, Associate Wealth Advisor or Wealth Advisor. Assist with tax coordination. Advisory Limited attendance at client meetings; takes extensive notes. Maintains information in the CRM system, including client personal data, meeting notes, follow ups, etc. Generates and reviews reports in the portfolio management system for accuracy in preparation of client meetings. Requirements Excellent oral and written communication skills. Effective time management skills; deliver work products on time. 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. Positive attitude, strong work ethic and an ability and desire to work in an entrepreneurial, fast-paced environment. 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. Strong analytical and problem-solving skills. Strong desire to learn and advance in the financial industry. Ability to successfully pass criminal background / credit check required. Qualifications 0-2 years of relevant industry experience Bachelor’s Degree from an accredited college or university (required) Highly proficient with the Microsoft Office 365 Suite Demonstrated desire toward a Professional designation (ex. CFA, CFP) is preferred Ability to obtain series 65 within the first year of employment 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.

Responsibilities

This entry-level role supports the Advisory team by assisting in the creation of financial plans and preparing materials for client meetings using various software tools. Responsibilities also include analyzing client data, maintaining the CRM system, and generating portfolio reports for accuracy.