Atlanta, Georgia, United States · Hybrid
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, …
Skills: Financial Planning, Investment Analysis, Client Relationship Management, Portfolio Reporting, Fiduciary Responsibility
Atlanta, Georgia, United States · Hybrid
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, …
Skills: Underwriting, Due Diligence, Financial Modeling, Portfolio Construction, Risk Identification
Carrollton, Georgia, United States · Hybrid
Composing the core of a brighter world LIGHTERA has one of the longest and most respectable corporate lineages in American business, which goes back to Alexander Graham Bell and the invention of the telephone more than a…
Skills: Financial Reporting, Balance Sheet Reconciliation, Cost Accounting, Budget Management, GAAP
Denver, Colorado, United States · Hybrid
$160k–$190k/yr
Senior Tax Manager – Denver, Colorado (Hybrid) Are you ready to use your tax skills for one of the world’s largest FinTech organizations? Do you want to work for a global business that is committed to moving money for th…
Skills: U.S. Federal Tax, State Tax, Tax Provisioning, Tax Research, Audit Defense
Atlanta, Georgia, United States · Hybrid
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Atlanta, Georgia, United States · Hybrid
$186k–$219k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, al…
Skills: Software Engineering Leadership, AWS Cloud Architecture, Microservices, API-First Design, DevSecOps
Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Pega Platform, Solution Architecture, Workflow Engineering, Enterprise Integration, API Design
Atlanta, Georgia, United States · Remote OK
$140k–$180k/yr
Due to continued sales success, Zurich is looking for a Regional Income Development Executive to support the sales efforts in our Atlanta, GA. This territory includes the state of Georgia and may include parts of other s…
Skills: Sales Techniques, Relationship Management, Dealership Training, F&I Product Knowledge, Warranty Claims Terminology
Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial Modeling, Due Diligence, Statistical Analysis, Research, Presentation Development
Alpharetta, Georgia, United States · Hybrid
$67k–$91k/yr
This is a remote-based position supporting the Alpharetta, Georgia market, with an expectation of weekly in-office presence at the Alpharetta office. Candidates must reside within approximately 45 minutes of Alpharetta. …
Skills: Community Engagement, Relationship Development, Strategic Planning, Public Speaking, Meeting Facilitation
Thomaston, Georgia, United States · On-site
Tidal Wave Auto Spa is one of the fastest growing car wash chains in the country and is a recognized leader in the industry with locations nationwide. Our wave of success began in 2004 in the small town of Thomaston, GA,…
Skills: Fraud Analysis, Revenue Protection, Data Analysis, Power BI, QuickBase
Gwinnett County, Georgia, United States · Hybrid
About WePartner Group WePartner Group is an Atlanta-based, fully integrated real estate investment and management firm specializing in the acquisition and management of value-add commercial and residential assets. Since …
Skills: Commercial Real Estate Acquisitions, Off-market Sourcing, Financial Analysis, Market Research, Negotiation
Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Credit Risk Management, Portfolio Oversight, Credit Strategy, Risk Modeling, Concentration Risk Management
Columbus, Georgia, United States · On-site
$17/hr–$10/hr
About Us RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of thir…
Skills: Financial Operation, Rent Collection, Financial Reporting, Accounts Receivable, Resident Relations
Buford, Georgia, United States · On-site
GENERAL FUNCTION: The Financial Controller (Regional) is responsible for general accounting responsibilities, development of accounting processes and best practices, maintaining internal controls and the overall leadersh…
Skills: General Ledger, Accounts Payable, Job Cost Accounting, Revenue Recognition, Financial Reporting
Atlanta, Georgia, United States · On-site
RaceTrac Company Overview Job Description: The Advanced Analytics Analyst is a highly skilled position that will play a pivotal role in driving data-driven decision-making across the organization. Leveraging expertise in…
Skills: Power BI, SQL, Python, Databricks, Data Visualization
Atlanta, Georgia, United States · On-site
WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 yea…
Skills: Client Service, Capital Allocation, Collaboration, Creative Thinking
Kennesaw, Georgia, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended…
Skills: Consultative Sales, Financial Needs Assessment, Cross-selling, Customer Relationship Management, Risk Management
Georgia, United States · Remote Solely
Remote Clinical Trial Support Specialist (Multiple Openings) Company: Angel City VA — Virtual Clinical Research Support. Location: Remote (Philippines, Latin America, Georgia, Ukraine, Moldova, Armenia, Azerbaijan). Empl…
Skills: Clinical Trial Operations, Patient Engagement, Regulatory Support, GCP, HIPAA
Atlanta, Georgia, United States · Hybrid
We are hiring for: Staff Accountant Type: Regular If you are a positive and personable individual looking for a satisfying and fun opportunity to make a real difference in the lives of people with intellectual, developme…
Skills: General Ledger, Financial Reporting, Balance Sheet Analysis, Profit And Loss Statements, Month End Close
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Support the delivery of comprehensive wealth management services including financial planning, investment analysis, and client recommendations. Coordinate work for junior advisory staff and serve as a trusted advisor for high-net-worth clients.
Requires a Bachelor's degree, 4-7 years of industry experience, and a professional designation such as CFA or CFP. Must be proficient in financial planning software and possess strong analytical and communication skills.
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.
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.
HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and client recommendations. Working closely with Lead and Secondary Advisors, this role helps identify client needs, prepare and implement financial plans, participate in client meetings, and manage follow-up activities. The Associate Wealth Advisor plays a key role in delivering an exceptional client experience while supporting client retention and long-term relationship growth.
In addition to client-facing responsibilities, this position contributes to team success by reviewing and coordinating work completed by Advisory Associates and Senior Advisory Associates, helping ensure quality and timeliness. The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team.
Requirements
Required Qualifications
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.
Offices: Grand Rapids, MI 49506, US
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