Associate Wealth Advisor

Associate Wealth Advisor

HB Wealth is seeking an Associate Wealth Advisor to support the delivery of comprehensive financial planning and wealth management services. This role partners closely with Lead and Secondary Advisors to prepare and implement financial plans, conduct investment and wealth management analysis, and develop client-focused recommendations. The Associate Wealth Advisor actively participates in client meetings, tracks ongoing correspondence, and executes follow-up actions to ensure a seamless and high-quality client experience. While not typically leading client relationships, this role is expected to proactively identify client needs and contribute to relationship success and retention through exceptional service. Additionally, the Associate Wealth Advisor plays an integral role on the team by reviewing and managing the work of Advisory Associates and Senior Advisory Associates, ensuring quality and timeliness, and providing guidance and mentorship on financial planning methodologies and firm-specific processes.

General Support

• Assist with planning, analysis, investment, and other decisions that affect client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex decisions as needed.
• Review the deliverables of junior team members and provide guidance and feedback to help develop their skills.
• Leverage the time and expertise of Sr. Wealth Advisors by assisting them and, at times, stepping in for them in executing steps in the client service process.
• Maintain internal systems with up-to-date client data, areas of priority, and activities.
• Train, coach, and/or mentor Analysts and Senior Advisory Analysts.
• Contribute to the Advisory Team's initiatives to improve efficiency, quality, and control through system training, enhancements, and process improvements.

Advisory

• Assist with coordinating relationship management activities for new and/or existing clients by working with and supervising Advisory Analysts, Senior Advisory Analysts, and Client Service Associates.
• Prepare and update financial plans, working with clients to obtain necessary information and ensuring it is accurately entered into the firm's financial planning systems.
• Attend internal strategic planning meetings for clients to observe and provide support as needed.
• Participate in client meetings and add value by delivering presentations and preparing relevant information.
• Create custom worksheets and analyses to address client questions or research planning topics.
• Work closely with the Client Onboarding Coordinator to ensure a smooth client transition.
• 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 service teams, including accountants and attorneys, to support 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
• 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. CFA, CFP) 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 40%
• 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.