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Family Wealth Advisor Jobs in Decatur, GA (NOW HIRING)

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

Founded in 1989, HB provides wealth advisory services, investment management, and family office ... The Associate Wealth Advisor also provides coaching and guidance on financial planning ...

Nbutexas

Senior Wealth Advisor

Atlanta, GA · On-site

$180 - $320/hr

Qualifications & Experience * 5+ years of experience in investment advisory or wealth management ... Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios ...

New

US Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... That's why our benefits are designed to help you and your family boost your health, protect your ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$140K - $175K/yr

The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... That's why our benefits are designed to help you and your family boost your health, protect your ...

U.S. Bank

PWM Private Wealth Advisor

Atlanta, GA · On-site

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... That's why our benefits are designed to help you and your family boost your health, protect your ...

US Bank

PWM Private Wealth Advisor

Atlanta, GA · Hybrid

$165K - $200K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... That's why our benefits are designed to help you and your family boost your health, protect your ...

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All JobsFamily Wealth Advisor JobsFamily Wealth Advisor Jobs in Decatur, GA

Family Wealth Advisor information

See Decatur, GA salary details

$45.9K

$100.6K

$145K

How much do family wealth advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for family wealth advisor in Decatur, GA is $100,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $120,600.00 per year, depending on experience, location, and employer.

How does a family wealth advisor typically collaborate with other professionals to serve clients?

Family Wealth Advisors often work closely with a network of professionals, such as estate attorneys, tax advisors, and investment managers, to provide comprehensive wealth management services. This collaboration ensures that clients receive well-rounded advice that takes into account legal, tax, and investment considerations. Advisors frequently coordinate multi-disciplinary meetings and facilitate communication between these experts to align strategies with the client's long-term goals. This team-based approach is essential for addressing complex financial situations and delivering holistic solutions tailored to each family's unique needs.

How much does a family wealth advisor earn?

A family wealth advisor's salary typically ranges from $70,000 to $150,000 annually, depending on experience, location, and client portfolio size. Senior advisors or those with specialized certifications can earn higher compensation, often supplemented by bonuses or commissions.

What are the key skills and qualifications needed to thrive as a family wealth advisor, and why are they important?

To thrive as a Family Wealth Advisor, you need strong financial planning expertise, investment management skills, and credentials such as a CFP or CFA. Familiarity with financial planning software, portfolio management systems, and regulatory compliance tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust with clients distinguish top performers in this role. These skills are vital for developing tailored strategies, maintaining long-term client relationships, and safeguarding family wealth across generations.

What does a family wealth advisor do?

A family wealth advisor helps high-net-worth individuals and families manage, grow, and protect their financial assets through investment planning, estate planning, tax strategies, and risk management. They often collaborate with legal and tax professionals and may hold certifications such as CFP or CFA to provide comprehensive financial guidance.

What is the difference between Family Wealth Advisor vs Financial Planner?

AspectFamily Wealth AdvisorFinancial Planner
CredentialsCFP, ChFC, CPACFP, ChFC, CPA
Work EnvironmentPrivate client offices, family meetingsIndependent or firm-based, various settings
Industry UsageHigh-net-worth families, estate planningGeneral public, broad financial advice
Primary FocusHolistic wealth management for familiesComprehensive financial planning for individuals

Family Wealth Advisors and Financial Planners both hold similar credentials and often work in overlapping environments. However, Family Wealth Advisors specialize in managing wealth for high-net-worth families, focusing on estate planning, tax strategies, and legacy planning. Financial Planners serve a broader client base, providing general financial advice and planning services. The key difference lies in their target clients and scope of services offered.

What are popular job titles related to Family Wealth Advisor jobs in Decatur, GA? For Family Wealth Advisor jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Family Wealth Advisor jobs in Decatur, GA look for? The top searched job categories for Family Wealth Advisor jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Family Wealth Advisor jobs? Cities near Decatur, GA with the most Family Wealth Advisor job openings:
Family Wealth Advisor jobs near you

Associate Wealth Advisor

HB Wealth

Atlanta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

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 $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:
HB Wealth is seeking an Associate Wealth Advisor for our Buckhead office to support the delivery of comprehensive wealth management services, including financial planning, investment analysis, and client recommendations. Working closely with Lead and Secondary Advisors, this role helps identify client needs, prepare and implement financial plans, participate in client meetings, and manage follow-up activities. The Associate Wealth Advisor plays a key role in delivering an exceptional client experience while supporting client retention and long-term relationship growth.
In addition to client-facing responsibilities, this position contributes to team success by reviewing and coordinating work completed by Advisory Associates and Senior Advisory Associates, helping ensure quality and timeliness. The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team.
Job Responsibilities:
General Support
  • Assist with planning, analysis, investment, and other decisions that impact client relationships, consulting with the Secondary/Lead Advisor and Wealth Strategist on complex matters as needed.
  • Review work completed by junior team members and provide guidance and feedback to support their development.
  • Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at times, independently executing steps in the client service process.
  • Maintain internal systems with accurate, up-to-date client information, priorities, and activities.
  • Train, coach, and mentor Associates and Senior Advisory Associates.
  • Contribute to Advisory Team initiatives focused on improving efficiency, quality, and controls through system enhancements, training, and process improvement efforts.
Advisory
  • Assist with relationship management activities for new and existing clients by coordinating and overseeing work completed by Advisory Associates, Senior Advisory Associates, and Client Service Associates.
  • Prepare and update financial plans, working with clients to gather information and ensure accurate entry into the firm's financial planning systems.
  • Attend internal client strategy meetings to observe, contribute, and provide support as needed.
  • Participate in client meetings by preparing materials, delivering presentations, and contributing to discussions.
  • Create custom worksheets and analyses to address client questions and research planning topics.
  • Partner with the Client Onboarding Coordinator to ensure a seamless client transition experience.
  • Assist in the development of Investment Policy Statements.
  • Serve as clients' trusted financial advisor, providing guidance on investments, retirement planning, cash flow, taxes, debt management, charitable giving, education funding, insurance, and estate planning.
  • Collaborate, as needed, with clients' external advisors, including accountants and attorneys, to help achieve client goals.

Requirements
  • Advanced knowledge of financial planning.
  • Excellent oral and written communication skills.
  • Effective presentation skills.
  • Successful time management skills; deliver work products on time.
  • Ability to work independently and proactively in a fast-paced and team-oriented environment under tight deadlines with competing priorities and demonstrate grace under pressure.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility. ?
  • Highly organized with exceptional attention to detail and excellent follow-through.
  • Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment.
  • Positive attitude and strong work ethic.
  • Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
  • Ability to work effectively within a team environment and a willingness to "pitch in" when necessary.
  • Analytical capabilities to both retrieve data and understand the implications of that data.
  • Strong desire to learn and advance in the financial industry.

Required Qualifications
  • Bachelor's Degree from an accredited college or university
  • 4-7 years of relevant industry experience
  • Minimum of 3 years of experience supporting client relationships
  • Highly proficient with the Microsoft Office Suite
  • Proficiency with financial planning, CRM, and Portfolio reporting software
  • Professional designation (ex. CFA, CFP) required.
  • Ability to successfully pass criminal background / credit check required

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 40%
  • Cell phone stipend
  • EPP

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.

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