Teams at HB Wealth Management

Senior Accountant responsible for month-end close, journal entries, account reconciliations, accruals, fixed asset schedules, revenue and accounts receivable, accounts payable, vendor onboarding, corporate spend review, audit support, and process improvement. The role requires strong GAAP knowledge, advanced Excel skills, CPA certification or progress toward certification, and experience with general ledger accounting and financial systems.

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.