About this role
Associate Wealth Advisor at HB Wealth. Location: Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville. Role: assisting planning, preparing plans, managing relationships Requirements: Bachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software Certifications: cfa, cfp Commitment: Full Time Workplace: Hybrid Languages: English