Senior Advisory Associate (Alpharetta)

Senior Advisory AssociateHB Wealth is seeking a Senior Advisory Associate for our Alpharetta office. This role provides technical and operational support to Wealth and Senior Wealth Advisors. Serving as the primary internal liaison, they help ensure delivery of agreed-upon client service standards across assigned relationships.Key responsibilities include building and maintaining financial plans, preparing meeting materials, managing financial planning software, inputting client data, and developing client-ready deliverables. Senior Advisory Associate may attend client meetings to take notes and handle basic client inquiries but do not provide financial advice.General SupportProvide analysis, client service, and technical support to senior team members.Develop technical expertise across investments, cash flow projections, insurance, tax, and estate planning to prepare for a future Wealth Advisor role.Coordinate meeting follow-ups and collaborate with team members as needed.Train, coach, and mentor junior team members.Contribute to team initiatives to improve efficiency, quality, and control through system and process enhancements.Create, edit, and format professional documents using Microsoft Office Suite.Analytical SupportAnalyze client data and prepare reports, presentations, and financial plans.Enter and maintain information in financial planning software; produce specialized reports and analyses.Assist in preparing investment policy statements.Advisory SupportAttend client meetings to take notes and, when appropriate, present limited materials.Support Wealth Advisors in managing client service—scheduling, preparation, meeting participation, and follow-up.Address basic client inquiries and assist clients with account access and portal navigation.Coordinate with custodians to obtain account information as needed.Maintain accurate client data in the CRM and ensure portfolio reports are complete and accurate before client meetings.RequirementsBachelor's Degree from an accredited college or university2-4 years of relevant industry experienceMinimum of 1 year of experience supporting client relationshipsHighly proficient with the Microsoft Office SuiteProficiency with financial planning, CRM, and Portfolio reporting softwareSeries 65 or CFP strongly preferredAbility to successfully pass criminal background / credit check requiredLocation of office is Alpharetta GA off of Haynes Bridge Road in a beautful business parkBenefitsCompetitive PTO/Holiday policy401k match1st day eligible benefits offering; medical, dental, vision, telemed, disability, +Paid Maternity/Paternity leaveFun and welcoming office environment with monthly and quarterly eventsAbility to work remotely 40%Cell phone stipendEPPWhy HB is a great place to workEmployees 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.