Job Type

Full-time

Description

HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®-bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

HB seeks a Family Office Associate to become a member of our team. This position serves as financial assistant and concierge service provider for ultra-high net worth families. The position will act as a liaison between financial planners, outside service providers and clients to provide the best experience for clients. Proper, detailed training will be provided upon hiring. Responsibilities will include but not be limited to:

Respond quickly to, as well as anticipate client requests/needs, and maintain regular contact with co-professionals.
Monitor and manage client bank accounts and credit cards.
Annual budget preparation, monthly expense report review including expense categorization, income by state and budget variance.
Account administration including money movements and payments on taxes, estate, and insurance.
Provide credit card bill disputes and fraud research; insurance claim processing and utility and vendor management.
Ascertain which vendors are subject to 1099 reporting and generation 1099 forms.
Domestic household employee management including processing bi-weekly payroll.
Assist with circulation of family company documentation to shareholders, accountants, and attorneys.
Preparation of meeting deliverables and completion of post meeting action items.
Arrange travel plans, including scheduling private aviation and creating detailed itineraries.
Act as a "gate-keeper" while prioritizing the needs of the family; exercising discretion and independent judgment on matters of significance.

Requirements

Bachelor's degree in business related field preferred.
Excellent written and verbal communication skills; concierge experience preferred.
High degree of accuracy in the processing of disbursements.
Understanding basic principles of accounting and bookkeeping a plus.
Proficiency in Microsoft Word, Excel, Powerpoint, TEAMS; Quicken/QuickBooks preferred.
Willingness to adapt to changing priorities as the organization grows.
Ability to successfully pass criminal background / credit check required.

Benefits

Competitive PTO/Holiday policy
401k match
1st day eligible benefits offering; medical, dental, vision, telemed, disability, +
Paid Maternity/Paternity leave
Fun and welcoming office environment with monthly and quarterly events
Ability to work remotely 40%
Cell phone stipend
Equity Participation Plan

Why HB is a great place to work

Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.

HB Wealth

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