Advisory Team Leader

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.

Position Summary:

The Advisory Team Leader is a senior leadership role responsible for the overall performance, development, and effectiveness of an advisory team serving clients across defined segments. This role has broad accountability for leadership, client experience, Advisor development, growth, and team effectiveness. The Advisory Team Leader partners closely with Advisors and Associates to strengthen client delivery, reinforce best practices, support sustainable growth, and improve the team’s capacity, leverage, and collaboration.

The role also plays a key part in identifying skill gaps, defining development plans, and supporting career progression across all levels of the advisory team, consistent with HB talent and performance priorities. In addition, the Advisory Team Leader contributes to strengthening HB Wealth’s presence in the market through professional engagement and relationship development.

There is an expectation that this role will include Lead Advisor responsibility for a limited and select group of client relationships.

 Job Responsibilities: 

Leadership & Culture

• Embrace, model, and reinforce HB Values and leadership behaviors
• Serve as a visible leader for the Advisors and Associates and as a point of escalation for team-related issues and complex client situations
• Actively support HB initiatives and ensure team alignment with strategic priorities
• Foster a culture of accountability, collaboration, client-first thinking, continuous improvement, and compliance
• Partner with leaders across markets to promote connection, knowledge sharing, and consistency across teams
• Reinforce adherence to HB policies, procedures, and fiduciary and regulatory standards

Client Experience & Quality Oversight

• Oversee delivery of advisory services with a focus on client experience excellence and consistent execution of HB standards
• Elevate the overall client experience by reinforcing best-practice planning, communication, and coordination standards across the team
• Provide oversight and quality assurance for advisory work products delivered by the team
• Identify risks, gaps, and areas for improvement within the client experience and partner with executive leadership to implement enhancements to the service model
• Improve client continuity by strengthening institutional knowledge sharing across the team
• Promote the adoption and effective use of advisory technology tools, including planning tools that enhance the depth and consistency of client engagements
• Serve as Lead Advisor for select client relationships and support other Advisors on complex or high-profile situations
• Maintain all required professional licenses and designations

Team Development, Coaching & Performance Management

• Lead, coach, mentor, and develop Advisors across experience levels to improve client delivery, planning quality, communication, and overall effectiveness
• Provide continuous coaching and real-time feedback to Advisors and Associates with clear expectations around performance, development, and accountability
• Draft and deliver annual performance reviews for team members
• Identify skill gaps and development opportunities and partner with leadership and HR on targeted development plans
• Guide career development and progression planning for Advisors and Associates, including readiness for expanded responsibility and future leadership roles
• Ensure team members receive the training and support necessary to succeed in their roles
• Build bench strength over time by mentoring team members and helping prepare future leaders
• Support consistent people management standards and reinforce a culture of coaching, feedback, and professional growth

Growth & Business Management

• Model a growth-oriented mindset that team members can emulate
• Promote sustainable growth that aligns with team capacity, service quality, and client experience standards
• Coach Advisors on growth strategies, relationship expansion, and pipeline discipline
• Support Advisors in developing and executing clear, credible growth plans
• Lead regular pipeline and business development discussions with team members
• Promote pricing disciple, including evaluation of discounting and alignment of fees with value delivered
• Promote effective delegation, collaboration, and leverage across Advisors and Associates

Team Effectiveness & Operations

• Strengthen communication, coordination, and engagement among team members, including across locations
• Identify opportunities to improve workflows, processes, and service delivery
• Partner with operations, compliance, and investment teams to support seamless client service and strong execution
• Identify talent gaps, succession risks, and organizational needs within the team
• Serve as liaison between the advisory team and firm executive leadership

Recruiting & Talent Planning

• Play an active role in recruiting, interviewing, onboarding, and integrating new team members
• Support hiring efforts in alignment with team capacity, growth goals, and long-term organizational needs
• Contribute to retention by fostering an environment that supports engagement, development, and long-term success

Firm, Market & Community Engagement

• Strengthen HB Wealth’s brand and visibility in the market
• Build and maintain relationships with key centers of influence and professional partners
• Contribute to increased referral activity and professional network engagement
• Represent the HB Wealth and the advisory team in the market and across the firm
• Participate in firm initiatives, leadership forums, and internal committees
• Collaborate with leaders across markets to ensure strong relationships, alignment, and shared standards
• Support firm culture, engagement, and community involvement
• Contribute to broader advisory strategy and long-term growth plans

Requirements

• Demonstrated ability to lead, coach, and mentor advisory professionals
• Strong relationship building and communication skills
• High emotional intelligence and sound judgment
• Ability to motivate and engage teams without reliance on production goals
• Clear and effective written and verbal communication
• Strong organizational and prioritization skills
• Effective problem solver with attention to quality and detail
• Professional demeanor and commitment to fiduciary responsibility
• Ability to manage change in a growing organization
• Ability to successfully pass criminal background / credit check required

Required Qualifications

• Bachelor’s Degree from an accredited college or university
• 8+ years of experience in wealth management 
• 5+ years of experience leading, coaching, or mentoring advisory professionals
• CFP or CFA designation preferred; Series 65 required if no CFP or CFA designation
• Based in the Atlanta market with limited travel as needed to support cross-market collaboration

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 20%
• 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.