Senior Associate (Palm Beach Gardens Location)

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
  • 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