Senior Advisory Associate

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 $32 billion in assets under management as of June 30, 2026, 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 a Senior Advisory Associate to play a key role in supporting Wealth Advisors and delivering a high-quality, coordinated Family Office client experience. This position combines analytical and technical responsibilities with client service coordination and execution.

The Senior Advisory Associate will work with high-net-worth and ultra-high-net-worth families whose financial lives often involve significant complexity across investments, trusts and estates, tax planning, cash flow and liquidity, charitable planning, insurance, and other wealth planning considerations. The ideal candidate will develop and maintain broad technical expertise while understanding how these areas intersect within the context of each family’s overall financial picture.

Serving as an important coordination point across Wealth Advisors, Client Service Associates, Investment Operations, planning professionals, and other internal and external specialists, the Senior Advisory Associate will help translate advice and client decisions into action. This individual will help ensure complex and often interrelated client needs are addressed efficiently, accurately, and with clear ownership.

The ideal candidate will bring strong technical knowledge, sound judgment, exceptional attention to detail, and the ability to take ownership of complex client service needs in close partnership with the Wealth Advisor.

Job Responsibilities:

General Support

• Provide analytical, client service, and technical support to Wealth Advisors and other senior team members serving complex Family Office relationships.
• Develop and maintain strong technical expertise across investments, cash flow and liquidity planning, insurance, tax, trusts and estates, charitable planning, and other wealth planning topics to effectively support complex client relationships and integrated advice.
• Develop a strong understanding of each client's broader financial picture, including family entities, trusts, investment accounts, cash flows, planning structures, and other relationships relevant to the team's advice and service.
• Serve as a key coordination point for client service activity, helping ensure requests are directed to the appropriate resource, progressed efficiently, and completed accurately and timely.
• Take ownership of client follow-through by tracking open items, coordinating across internal teams and specialists, and proactively communicating status, dependencies, and next steps.
• Recognize the interdependencies among investment, planning, tax, estate, and operational decisions and help ensure activity is coordinated appropriately across the client's relationship.
• Anticipate upcoming client needs, commitments, deadlines, liquidity requirements, and planning activities and work proactively with the broader team to address them.
• Exercise judgment in determining which matters can be handled independently and which require involvement from a Wealth Advisor, planning specialist, investment professional, Client Service Associate, Investment Operations, or other internal or external resource.
• Train, coach, and mentor junior team members and provide guidance on client service, planning, and team processes.
• Contribute to team initiatives designed to improve efficiency, quality, consistency, and controls through system and process enhancements.
• Create, edit, and format professional client deliverables, presentations, analyses, and other materials using Microsoft Office Suite.

Analytical Support

• Analyze complex client financial information and prepare financial plans, cash flow projections, reports, presentations, and other client analyses.
• Develop and maintain proficiency in eMoney, including data aggregation, cash flow projections, scenario analysis, financial planning analysis, and preparation of client-facing planning materials.
• Organize and maintain financial information across multiple accounts, entities, trusts, and family members to support a comprehensive understanding of the client's financial position.
• Maintain accurate and complete information within financial planning systems and produce specialized reports and analyses as needed.
• Develop and maintain a strong understanding of HB Wealth's investment philosophy, strategy, asset allocation approach, portfolio construction, and investment solutions.
• Analyze client portfolios and assist Wealth Advisors in identifying investment considerations, liquidity needs, concentration issues, asset allocation considerations, and opportunities for further analysis.
• Assist in preparing and maintaining investment policy statements and other investment-related client materials.
• Develop and maintain working knowledge of trust and estate planning, income and transfer tax planning, charitable planning, insurance, and other wealth planning strategies relevant to Family Office clients.
• Support Wealth Advisors and internal or external specialists in analyzing planning strategies and translating recommendations into clear implementation steps.
• Review client financial plans, portfolios, entity structures, and related information for completeness and consistency and identify issues or opportunities requiring additional attention.
• Help evaluate how individual planning or investment decisions may affect other aspects of a client's broader financial picture.

Client Service Coordination & Execution

• Coordinate client requests from initiation through completion, ensuring clear ownership, appropriate delegation, timely execution, and effective communication.
• Serve as a link between advice and execution by translating Wealth Advisor recommendations and client decisions into actionable implementation steps.
• Coordinate client activity across multiple accounts, entities, trusts, and family members while maintaining an understanding of how individual requests fit within the broader relationship.
• Partner closely with Client Service Associates and Investment Operations to coordinate account openings and maintenance, money movements, distributions, contributions, investment activity, account transitions, and other client requests.
• Coordinate implementation of investment recommendations in partnership with Wealth Advisors, Investment Operations, and other appropriate investment resources.
• Coordinate complex or multi-step client requests that may involve multiple internal teams, custodians, outside attorneys, accountants, or other professional advisors.
• Maintain visibility into outstanding client service items and proactively follow up with responsible team members to keep work progressing.
• Escalate issues, delays, or complexities when necessary and provide Wealth Advisors with appropriate visibility into significant client matters without requiring them to manage routine follow-up.
• Communicate directly with clients regarding routine requests, information gathering, implementation steps, and status updates while appropriately escalating matters requiring advisory judgment.
• Maintain strong knowledge of firm processes, systems, custodial requirements, and internal resources necessary to efficiently navigate client requests.
• Help ensure client requests and commitments are fully closed out, including appropriate documentation and communication with the client and advisory team.

Advisory Support

• Support Wealth Advisors across the full Family Office client service cycle, including scheduling, meeting preparation, participation, documentation, implementation, and follow-up.
• Prepare for client meetings by reviewing financial planning information, portfolios, cash and liquidity needs, recent activity, outstanding client requests, prior commitments, and upcoming planning needs.
• Help synthesize information across multiple areas of a client's financial life so Wealth Advisors have a complete and current picture when preparing for client discussions and decisions.
• Attend client meetings, take effective notes, identify decisions and action items, and present appropriate planning, investment, or other materials based on the needs of the client and team.
• Own post-meeting coordination by documenting decisions and action items, establishing clear responsibility, tracking progress, and helping ensure agreed-upon actions are completed.
• Address routine client inquiries and assist clients with account access, portal navigation, documentation, and other service needs.
• Coordinate with custodians and internal teams to obtain account information and resolve routine account-related issues.
• Maintain accurate client, household, entity, and relationship data within the CRM and other relevant systems.
• Review portfolio reports and other client materials for completeness and accuracy prior to meetings.
• Apply knowledge of client relationships to recognize potential investment, tax, estate, cash flow, liquidity, or other planning considerations and bring them to the Wealth Advisor's attention.
• Apply technical expertise and knowledge of the client relationship to present analyses, discuss planning considerations, and contribute meaningfully to client conversations in coordination with the Wealth Advisor.

Requirements

• Bachelor’s Degree from an accredited college or university
• 2-4 years of relevant industry experience
• Minimum of 1 year of experience supporting client relationships
• Highly proficient with the Microsoft Office Suite
• Proficiency with financial planning, CRM, and Portfolio reporting software
• Series 65 or CFP strongly preferred
• Ability to successfully pass criminal background / credit check 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
• Equity Participation Plan

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.