About this role
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: providing advice, managing relationships, preparing analyses Requirements: Bachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English