Jobs at HB Wealth Management

Provides front-desk reception and administrative support at HB Wealth’s Atlanta headquarters. Responsibilities include welcoming visitors, answering calls, managing calendars and meetings, coordinating travel, preparing correspondence and presentations, processing shipments, maintaining records, arranging meeting rooms and refreshments, and handling colleague requests. The role requires strong communication, organization, attention to detail, professionalism, and full-time in-office availability.

Develops tailored, persuasive responses to RFPs, RFIs, due diligence questionnaires, consultant databases, and other OCIO business-development materials. Owns the proposal process from intake through final production, researches prospects, interviews subject-matter experts, coordinates contributors, manages deadlines, maintains content libraries, and ensures accuracy, consistency, and responsiveness. The role requires strong financial-services writing, editing, project management, and familiarity with institutional investment concepts.

Supports OCIO investment services through portfolio analysis, investment manager research, performance reporting, liquidity and compliance monitoring, client materials, data maintenance, RFP responses, and workflow improvements. The role collaborates with portfolio managers, senior advisors, operations, client service, and compliance teams while supporting investment policy statements, asset allocation, due diligence, and institutional portfolio management.

Provides technical, analytical, and operational support to Wealth and Senior Wealth Advisors. Responsibilities include preparing financial plans, reports, presentations, meeting materials, investment policy statements, and client deliverables; maintaining planning, CRM, and portfolio reporting systems; coordinating client service and follow-up; assisting with basic client inquiries; and mentoring junior staff. The role is based in Alpharetta, Georgia, with 40% remote work eligibility.

Provides analytical, technical, and operational support to Wealth and Senior Wealth Advisors. Responsibilities include building financial plans, preparing client materials and reports, maintaining financial planning and CRM data, supporting client meetings, coordinating follow-ups, assisting with account access, and collaborating with custodians. The role also mentors junior staff and contributes to process improvements. It does not provide financial advice.

Paid private markets internship supporting private debt and private equity investment screening, manager research, due diligence, investment committee memo preparation, performance benchmarking, meeting notes, and investment opportunity analysis. The intern will participate in committee meetings, assist with research across asset classes and geographies, and complete a capstone presentation. This is a full-time, on-site role in Buckhead, Georgia, requiring a rising senior pursuing a bachelor’s degree.

Provides comprehensive financial planning and wealth advisory services to high-net-worth clients. The Wealth Advisor prepares financial plans, performs customized analyses, leads client meetings, develops recommendations across investments, retirement, taxes, insurance, estate planning, and other areas, and coordinates with clients’ accountants and attorneys. The role also manages client relationships, mentors associates, supports process improvements, and identifies opportunities to expand client assets and services.

HB Wealth is a national, fee-only wealth management firm offering wealth advisory, investment management, and family office services. This posting invites candidates to explore unspecified positions across the firm’s offices. HB seeks collaborative, growth-oriented team members committed to serving high-net-worth individuals, families, and institutions.

Owns day-to-day accounting operations, including month-end close, journal entries, reconciliations, accruals, accounts receivable, revenue recording, accounts payable, vendor onboarding, corporate spend, audit support, and process improvement. The role requires maintaining accurate financial records, resolving discrepancies, supporting automation, and ensuring compliance with accounting policies and procedures.

Paid investment research internship supporting market strategists with financial market data analysis, quantitative model development, visualization, research production, automation, and investment committee support. The intern will use Bloomberg, BQuant, BQL, and Python to develop research models, improve delivery processes, and complete a capstone project. This is an on-site role requiring five days per week in the Towson, Maryland office.

Paid wealth management internship supporting advisors with client data organization, meeting materials, portfolio proposals, quarterly reports, financial plans, CRM maintenance, and special projects. Interns will complete a capstone presentation while developing professional skills through mentorship and collaboration. The role is full-time onsite in Buckhead, Atlanta, from May 24 through July 30, 2027.

Supports comprehensive wealth management for high-net-worth clients through financial planning, investment analysis, client recommendations, relationship management, and preparation of planning materials. Participates in client meetings, develops analyses and Investment Policy Statements, coordinates onboarding and follow-up, and collaborates with external advisors. The role also reviews junior team members’ work, provides coaching, and contributes to process improvement initiatives.

Paid wealth management internship supporting advisors with client data gathering, meeting materials, portfolio proposals, financial plans, CRM maintenance, reporting, and special projects. The intern will complete a capstone presentation and work onsite five days per week in Towson, Maryland. Candidates must be rising seniors pursuing a bachelor’s degree and demonstrate strong communication, organization, analytical, interpersonal, and teamwork skills.