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 $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.
Job Summary
HB is seeking an Associate, Prospect Engagement & Qualification to serve as a critical front-end driver of the firm’s growth by managing inbound prospects through qualification, nurture, and advancement toward close. As the first meaningful point of contact, the role evaluates prospect fit, actively progresses qualified opportunities, and routes early-stage or non-fit leads into marketing nurture. By partnering closely with Advisors, Marketing, and Business Development, this role protects Advisor time, improves conversion rates, and supports the creation of high-quality advisory relationships.
Job Responsibilities
Inbound Opportunity Ownership & Qualification
- Assists with inbound Marketing Qualified Leads (MQLs) starting with first contact
- Distinguish efficiently between qualified prospects and early-stage or non-fit leads, routing not-yet-qualified opportunities into Marketing nurture
- Conduct consultative discovery conversations to assess prospect needs, motivations, financial complexity, urgency, and readiness
- Apply the firm’s Advisor Ready Lead criteria with sound judgment and consistency
- Maintain active engagement, thoughtful persistence, and forward momentum across viable opportunities
Opportunity Development & Nurture
- Actively nurture qualified prospects over time through purposeful follow-up and education
- Guide prospects toward clarity and commitment, helping them progress toward introduction to an Advisor and closing
- Address questions, hesitations, and objections thoughtfully and professionally
- Develop a deep understanding of HB’s value proposition to educate prospects on the value of HB Wealth’s differentiators
Advisor Introduction & Near-Close Partnership
- Determine the appropriate moment to introduce an Advisor based on readiness, alignment, and closing probability
- Deliver Advisor-Ready opportunities that are positioned very late-stage, near closing
- Provide comprehensive handoffs including prospect context, motivations, dynamics, and recommended positioning
- Partner with Advisors to ensure seamless transitions and productive first meetings
Pipeline Management & Continuous Improvement
- Manage an active pipeline of inbound opportunities with clear prioritization and follow-through
- Maintain disciplined CRM documentation capturing both quantitative and qualitative insights
- Partner with BD leadership and Marketing to share insights on lead quality, objections, and conversion trends to continually improve our overall approach to Business Development and Marketing
- Contribute feedback leading to ongoing refinement of qualification standards, messaging, and pipeline process
Requirements
- Sales-minded with strong ownership mentality and comfort driving opportunities forward
- AI-centric and automation-minded; stays on the cutting edge of AI-driven tools and process improvements to continually enhance our approach
- Proficiency with Microsoft Office Suite, including but not limited to Word and Excel, as well as Adobe Acrobat
- Excellent interpersonal engagement, listening skills, and conversational judgment
- Confidence leading discovery, nurture, and decision-oriented conversations
- Clear, persuasive, and professional verbal and written communication
- Commitment to meeting established deadlines and managing time effectively
- Positive attitude and strong work ethic
- Highly organized with exceptional attention to detail and excellent follow-through
- Self-starter with high initiative and comfort operating in a fast-paced environment
- The ability to partner effectively in a team and build trust and confidence of colleagues
- Strong analytical and problem-solving skills
Qualifications
- Bachelor’s Degree from an accredited college or university; Finance, Financial Planning or Business focus preferred
- 3-5 years of relevant experience
- CFP or Series 65 preferred
- Experience with CRM preferred
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1s