Advisory Analyst

Description

HB Wealth ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA, with two other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens, FL, Tampa, FL, Nashville, TN, Columbia, SC, Augusta, GA, Towson, MD, and Columbia, MD. Established in 1989, HB’s employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Total client assets under management are over $18 billion as of December 31, 2024. At HB we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.  

How the Advisory Analyst contributes to the success of HB:

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.
• Develops expertise in financial planning and familiarity with developing financial plans for clients.

Analytical Support

• Initially, limited attendance at client meetings; takes wide-ranging notes.
• Analyzes client information and prepares relevant reports and presentations.
• Enters information into financial planning software and prepares draft plans, with help from more experienced colleagues.
• May sit on subcommittees in an administrative capacity.

Client Service

• Answers basic questions for clients or fields client requests to appropriate colleagues.
• Assists with client requests for transfers of funds in and out of accounts on an as-needed basis and works in concert with other advisory team members to complete client transactions.
• Interfaces with the custodian to obtain information or account data and conveys service requests.
• Maintains information in the CRM record-keeping system, including meeting notes, action items, next steps etc.
• Sets up and retrieves client reports in the portfolio management system.
• Assists in generating portfolio performance reports, reviewing quarterly reports, and tax coordination.

Requirements

• Excellent oral and written communication skills.
• 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.
• Curious with the desire for continuous learning.
• Positive attitude and strong work ethic.
• Strong interpersonal skills with the ability to partner effectively in a team and build the 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.

Qualifications

• Bachelor’s Degree from an accredited college or university (required).
• Demonstrated desire toward a Professional designation (ex. CFA, CFP, MBA) is preferred.
• Proficiency with the Microsoft Office Suite preferred.

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.  

Benefits 

• 17 days annual PTO + 11 annual holidays observed
• 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

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.