HB Wealth
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Wealth Advisor
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HB Wealth 1 week ago Be among the first 25 applicants Join to apply for the
Wealth Advisor
role at
HB Wealth Direct message the job poster from HB Wealth 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; Nashville, TN; Columbia and Greenville, SC; Augusta, GA; and Towson and Columbia, MD. Founded in 1989, HB provides comprehensive financial planning, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $25 billion in assets under management as of May 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing clients trusted advice and financial peace of mind. 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. The
Wealth Advisor
position has primary responsibility for engaging with clients, assessing their needs, recommending financial solutions and plans, and executing the prescribed course of action. The individual will focus on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Wealth Advisors will have a mix of lead advisor and secondary advisor roles in client engagements. Job Responsibilities Advisory and Relationship Management Manages client relationships and helps clients achieve their goals. Makes critical client decisions such as creating or preparing, reviewing and presenting financial plans. Leads the implementation of planning decisions and assigns client service steps to the rest of the team. Works with Senior Wealth Advisors and Senior Wealth Strategists to discuss, develop and implement financial planning techniques and recommendations. Follows the client service process defined by the firm and coordinates the consistent delivery of services to clients. Takes ultimate responsibility for the quality control of client deliverables such as meeting agendas, financial plans, investment reports, analyses or presentations. Communicates proactively and consistently with clients to identify changes in their financial lives and needs that should be met. Builds strong relationships with clients through consistent and caring communication. Maintains high professional expertise and continues to learn new processes, theories and best practices of client service. Serves as client’s “financial quarterback” by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning. Works proactively with clients’ external service team, including accountants and attorneys, to meet client goals. Maintains necessary professional licenses and designations. Firm Development Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals. Trains, coaches, and/or mentors Senior/Advisory Analysts and Associate Wealth Advisors. Contributes to the Advisory Team’s initiatives for increased efficiency, quality, and control through system training, enhancement, and process improvement. Foster an environment of diversity and inclusion. Foster and nurture a culture of authenticity, respect, quality, excellence, gratitude, humility, and collaboration. Requirements Bachelor’s Degree from an accredited college or university 7-10 years of relevant and proven industry experience Highly proficient with the Microsoft Office Suite Proficiency with financial planning, CRM, and Portfolio reporting software CFP or CFA required Ability to successfully pass criminal background / credit check required. 17 days annual PTO + 11 annual holidays observed 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 EPP Salary Description Equal Opportunity Employer M/F/D/V Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at HB Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Disability insurance Get notified about new Wealth Management Advisor jobs in
Towson, MD . Columbia, MD $36,000.00-$125,000.00 13 hours ago Baltimore, MD $100,000.00-$110,000.00 2 weeks ago Baltimore, MD $100,000.00-$130,000.00 1 month ago Financial Planner (Career Changers Encouraged to Apply)
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Retirement Plan Consultant - Baltimore City, MD
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Baltimore, MD $500.00-$1,000.00 3 weeks ago Columbia, MD $36,500.00-$125,000.00 3 weeks ago Columbia, MD $72,000.00-$100,000.00 2 months ago Baltimore, MD $90,000.00-$100,000.00 2 hours ago College Financial Representative, Internship Program
Baltimore City County, MD $500.00-$1,000.00 3 weeks ago College Financial Representative, Internship Program
Hunt Valley, MD $500.00-$1,000.00 3 weeks ago Columbia, MD $69,000.00-$89,000.00 2 months ago Investment Consultant II - Merrill Premium
Retirement Plan Consultant - Baltimore County, MD
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Wealth Advisor
role at
HB Wealth 1 week ago Be among the first 25 applicants Join to apply for the
Wealth Advisor
role at
HB Wealth Direct message the job poster from HB Wealth 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; Nashville, TN; Columbia and Greenville, SC; Augusta, GA; and Towson and Columbia, MD. Founded in 1989, HB provides comprehensive financial planning, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $25 billion in assets under management as of May 31, 2025, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated—bringing clients trusted advice and financial peace of mind. 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. The
Wealth Advisor
position has primary responsibility for engaging with clients, assessing their needs, recommending financial solutions and plans, and executing the prescribed course of action. The individual will focus on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Wealth Advisors will have a mix of lead advisor and secondary advisor roles in client engagements. Job Responsibilities Advisory and Relationship Management Manages client relationships and helps clients achieve their goals. Makes critical client decisions such as creating or preparing, reviewing and presenting financial plans. Leads the implementation of planning decisions and assigns client service steps to the rest of the team. Works with Senior Wealth Advisors and Senior Wealth Strategists to discuss, develop and implement financial planning techniques and recommendations. Follows the client service process defined by the firm and coordinates the consistent delivery of services to clients. Takes ultimate responsibility for the quality control of client deliverables such as meeting agendas, financial plans, investment reports, analyses or presentations. Communicates proactively and consistently with clients to identify changes in their financial lives and needs that should be met. Builds strong relationships with clients through consistent and caring communication. Maintains high professional expertise and continues to learn new processes, theories and best practices of client service. Serves as client’s “financial quarterback” by advising on topics such as investments, retirement, cash flow, taxes, debt, charitable endeavors, education planning, insurance, and estate planning. Works proactively with clients’ external service team, including accountants and attorneys, to meet client goals. Maintains necessary professional licenses and designations. Firm Development Grows existing client relationships by adding more assets under management, identifying opportunities for additional services, and seeking referrals. Trains, coaches, and/or mentors Senior/Advisory Analysts and Associate Wealth Advisors. Contributes to the Advisory Team’s initiatives for increased efficiency, quality, and control through system training, enhancement, and process improvement. Foster an environment of diversity and inclusion. Foster and nurture a culture of authenticity, respect, quality, excellence, gratitude, humility, and collaboration. Requirements Bachelor’s Degree from an accredited college or university 7-10 years of relevant and proven industry experience Highly proficient with the Microsoft Office Suite Proficiency with financial planning, CRM, and Portfolio reporting software CFP or CFA required Ability to successfully pass criminal background / credit check required. 17 days annual PTO + 11 annual holidays observed 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 EPP Salary Description Equal Opportunity Employer M/F/D/V Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at HB Wealth by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Disability insurance Get notified about new Wealth Management Advisor jobs in
Towson, MD . Columbia, MD $36,000.00-$125,000.00 13 hours ago Baltimore, MD $100,000.00-$110,000.00 2 weeks ago Baltimore, MD $100,000.00-$130,000.00 1 month ago Financial Planner (Career Changers Encouraged to Apply)
Personal Financial Counselor - Air National Guard, Middle River, MD
Middle River, MD $53,125.00-$84,995.00 1 week ago J.P. Morgan Wealth Management - Private Client Advisor - Maryland (Multiple Locations)
Towson, MD $70,000.00-$75,000.00 1 week ago Retirement Plan Consultant - Baltimore City, MD
Retirement Plan Consultant - Baltimore City, MD
Baltimore, MD $60,000.00-$70,000.00 2 weeks ago Baltimore County, MD $60,000.00-$70,000.00 2 weeks ago Baltimore, MD $150,000.00-$1,000,000.00 3 weeks ago College Financial Representative, Internship Program
Baltimore, MD $500.00-$1,000.00 3 weeks ago Columbia, MD $36,500.00-$125,000.00 3 weeks ago Columbia, MD $72,000.00-$100,000.00 2 months ago Baltimore, MD $90,000.00-$100,000.00 2 hours ago College Financial Representative, Internship Program
Baltimore City County, MD $500.00-$1,000.00 3 weeks ago College Financial Representative, Internship Program
Hunt Valley, MD $500.00-$1,000.00 3 weeks ago Columbia, MD $69,000.00-$89,000.00 2 months ago Investment Consultant II - Merrill Premium
Retirement Plan Consultant - Baltimore County, MD
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr