About this role
Senior Advisory Associate at HB Wealth. Location: Atlanta, Georgia, United States. Role: providing support, building plans, preparing materials Requirements: Bachelor's degree, 2+ years relevant experience, 1+ year supporting client relationships, proficiency with Microsoft Office Suite, financial planning/CRM/portfolio reporting software; Series 65 or CFP preferred; ability to pass background/credit check. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, CRM, Financial planning software, Portfolio reporting software Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English