Wealth Advisor at HB Wealth

Towson, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Jun, 26

Salary

0.0

Posted On

14 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Analysis, Investment Management, Family Office Services, Fiduciary Standard, System Training, Process Improvement, Relationship Management, Financial Plan Updates, Client Meetings, Data Retrieval, Microsoft Office Suite, CRM Software, Portfolio Reporting Software

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 Wealth is seeking an experienced Wealth Advisor to join our growing team. In this role, you will provide financial planning, perform client analyses, and make recommendations that impact client relationships, consulting with Senior Associates and Associates on complex matters as needed. How the Wealth Advisor contributes to the success of HB: General Support: Leverages the time and expertise of Sr. Associates and Associates by assisting 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 Associates and Senior Associates. Contributes to the 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 as possible. Advisory: Coordinates relationship management activities with new and/or existing clients by working with and supervising the work of Associates and Senior Associates. 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. Associates and Associates 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. 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. 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. Ability to successfully pass criminal background / credit check required. Qualifications: Bachelor’s degree from an accredited college or university (required) CFP and/or CFA (required) 7-10 years of relevant industry experience Minimum of 3 years of experience leading client relationships Highly proficient with the Microsoft Office Suite Proficiency with financial planning, CRM, and Portfolio reporting software 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

The Wealth Advisor will provide financial planning, conduct client analyses, and make recommendations, while also supervising and mentoring Associates and Senior Associates in executing client service processes. Key duties include growing existing client relationships, serving as the client's financial quarterback across various planning topics, and proactively working with external service teams.