About this role
Advisory Team Leader at HB Wealth. Location: Atlanta, Georgia, United States. Role: leading advisors, coaching advisors, overseeing operations Requirements: 8+ years in wealth management, 5+ years leading advisory professionals, bachelor\u0002s degree, Series 65 (or CFP/CFA), strong coaching, communication, fiduciary judgment, and background/credit check required. Category: Finance Seniority: Senior Level Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English