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HB Wealth
Posted 3 months ago, valid for 10 days
Location

Atlanta, GA 30334, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • HB Wealth is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices across several states.
  • The firm provides wealth advisory services, investment management, and family office services primarily to high-net-worth individuals, families, and institutions.
  • As of October 31, 2025, HB Wealth manages over $29 billion in assets, emphasizing a collaborative approach across all locations to deliver exceptional service.
  • The company values a healthy, collaborative work environment and seeks talented individuals who are eager to learn and make a meaningful impact.
  • Candidates are expected to have a minimum of 3 years of experience, with a competitive salary offered based on qualifications.

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; Nashville, TN; Columbia and Greenville, SC.


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 $29 billion in assets under management as of October 31, 2025, 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.


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