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Description

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm headquartered in Atlanta, GA with four other offices in the metro-Atlanta area and additional offices in Palm Beach Gardens, FL, Nashville, TN, and Columbia, SC. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. Assets under management is over $13.5 billion as of June 30, 2023.

HB’s Palm Beach Gardens, FL location is seeking a Senior Associate to work directly with Advisors and clients within the HB Family Office practice to offer comprehensive wealth management. We offer competitive benefits/pay, 401(k) with match, a hybrid work model, employer paid life and Long-Term Disability, and a robust career path that includes HB’s professional career development program. Duties to include:

Participate in client meetings
Prepare customized meeting deliverables
Present appropriate topics
Track post-meeting activities
Assess Prospect Portfolios
Analyze investments and prepare trading plans pursuant to firm’s investment strategy for that client
Generate custom performance reporting
Set up and maintain consolidated reporting
Create financial plans (with ability to delegate to Associate and Financial Planning Team)
Design estate plan schematics, including asset flow and administrative provisions (with ability to delegate to Associate and Financial Planning Team)
Supervise recurring client-related tasks
Review quarterly fee collection
Actively participate in firm wide initiatives
Back-up other teammates when out of office

Requirements

Five or more years of experience providing personal financial planning, investment management, and/or tax planning services, CFP required, CPA a plus
Ability to prepare and evaluate income tax, cash flow, and education cost projections, retirement income needs analyses, net worth statements, estate distribution plans, and risk management (i.e., insurance) reviews
High level of understanding of traditional investment vehicles (e.g., stocks, bonds, mutual funds) necessary and exposure to private alternatives preferred
Experience working with high-net-worth families
Strong Excel skills and experience with Microsoft Office products
Experience with eMoney preferred
Excellent written/verbal communication skills, and excellent organizational skills
Position requires 10% travel