Careers

Learn more about opportunities at HB Wealth

Build a Career That Makes a Lasting Impact

At HB Wealth, our culture is rooted in collaboration, integrity, and a long-term perspective, just like the strategies we build for our clients.

If you’re driven to make a meaningful difference in the lives of others and thrive in a team-oriented environment, we invite you to explore a career at HB Wealth.

Mission and Core Values

Our mission is to bring unwavering financial peace of mind to the clients we are privileged to serve. This mission was built on a foundation of core values:

A smiling family of four poses outdoors on a sunny day. Two adults and two children are close together, with one child sitting on an adults shoulders. Trees and blue sky are visible in the background.

Put the client first.

A man and a woman sit on a sofa in a bright office, engaged in conversation. The man is smiling, holding a tablet, while the woman listens. A lamp and framed artwork are visible in the background.

Do the right thing.

Two people in business attire analyze a financial graph on a large computer monitor in a modern office, with one person seated and the other standing, pointing at the screen.

Work as a team.

Three professionally dressed people walk together down a hallway, smiling and holding folders, suggesting a business or office environment.

Raise the bar.

A group of smiling volunteers in hairnets, aprons, and gloves stand in front of a banner that reads “35 MILLION MEALS, NOURISHING NEIGHBORS FOR 35 YEARS, Open Hand.” They pose together in a kitchen setting.

Pour your heart into it.

Best RIAs to Work For

Financial Planning
2024

Financial Planning’s Best RIAs to Work For accepts applications from any RIA registered with the SEC — whether for-profit or nonprofit — that met three conditions: Each firm must have at least 10 employees in the United States, must have a facility within the country and must have been in business for at least one year. Working with Best Companies, we surveyed financial professionals across the country about their firms' leadership, culture, pay and benefits, training, work environment, engagement, communications and other factors. Separately, Best Companies evaluated each firm's workplace policies, practices, benefit programs, philosophy, systems and demographics. Finally, we combined our measurements from the survey and evaluation to calculate an overall score for each firm. After tallying up the scores from lowest to highest, we had our ranking. In the end, our research brought us to 52 outstanding RIAs where employees say it's a pleasure to come into work each day. FinancialPlannings ranking is announced in November of the same year. Awards not indicative of future performance and no compensation was given to receive an award. Previous awards are not reliable indicators of future results.

Atlanta’s Best Places to Work

Atlanta Business Chronicle
2020 – 2024

Atlanta Business Chronicle’s Best Places to Work Awards recognize local employers that have gone above and beyond to create an outstanding workplace culture. The rankings are based on confidential surveys of employees that measure success in team dynamics, trust in leadership, communication and more, with only the top-scoring companies in the region earning the coveted right to be named one of the Best Places to Work. Atlanta Business Chronicle’s ranking is announced in June of the same year.

Supportive and Fun Culture

A Collaborative, Growth-Oriented Work Environment

Fun at HB Wealth

A Commitment to Diversity

Rooted in Community, Guided by Purpose

Supportive and Fun Culture

People are gathered in a large room with striped red and white stalls, similar to a market or fair. Some individuals are interacting with the stalls while others are mingling. The room is well-lit and has large windows on one side.

HB Wealth provides a unique combination of the financial expertise and scale of a large, established firm and the fun, entrepreneurial spirit of a small, client-focused firm. Our culture is built on shared values that connect and inspire us, and behaviors that foster trusted relationships across the firm. While we take our mission seriously, we also believe in enjoying the journey, celebrating wins, supporting one another, and having fun along the way.

A Collaborative, Growth-Oriented Work Environment

Three people stand in a modern kitchen, smiling and chatting while holding mugs. Two women and one man are casually dressed, enjoying a coffee break near a counter with coffee supplies.

More than 300 HB Wealth professionals serve our clients in 48 states from 11 offices across Georgia, Florida, South Carolina, Tennessee, and Maryland.* Our team values open communication, fresh thinking, and teamwork. We support individual growth and professional development while working together as a team to accomplish a shared mission for our clients, firm, and one another.

*As of July 7, 2025

Fun at HB Wealth

A group of people are enjoying an indoor basketball game. Two individuals are about to shoot basketballs, smiling and focused on the game. Others watch, some holding drinks. A net separates them from the viewer. A TV is visible in the background.

Some of the fun things we regularly do at HB Wealth include:

Monthly happy hours and quarterly fun events
Team and firm lunches
Our amazing offices with lots of natural light, beautiful views, games and collaboration areas
Annual all employee offsite retreat
Community outreach projects for the firm and small groups

A Commitment to Diversity

Four people stand behind a table displaying water bottles, notebooks, and brochures at a booth. Three wear black vests with “HB.” They are smiling, with a black curtain and windows in the background.

We believe our strength comes from the diversity of backgrounds, perspectives, and experiences that shape both our team and our client relationships. We are committed to fostering an inclusive culture built on trust, mutual respect, and opportunity, where every individual feels welcomed, supported, and empowered to grow. From recruitment and career development to community engagement and cultural celebrations, we strive to create a workplace where people bring their full selves to work and feel proud to be part of something meaningful.

Learn More About Diversity at HB Wealth >

Rooted in Community, Guided by Purpose

A group of people wearing aprons and hairnets, smiling and posing with gloved hands raised in a kitchen setting. Behind them is a banner celebrating 35 Million Meals from Open Hand, highlighting 35 years of service.

At HB Wealth, service is more than a value; it’s part of who we are. Through our “HB Serves” program and Financial Literacy Initiative, we support meaningful community engagements across our locations. From small group service opportunities to nonprofit leadership, our team is committed to making a lasting impact beyond the work we do for clients.

Check out our Community page to learn more!

Benefits Our Employees Love

Health, Dental and Vision Benefits
FSA/HSA plans
401K with Match
Long & Short Term Disability
Life Insurance

Paid Time Off
Cell Phone Stipend
Telemedicine
Flexible Work Schedules
Dress For Your Day Dress Code

Employee Referral Program
Incentivized Commuter Program
Parental Leave
Employee Assistance Program

Four people stand in burlap sacks, preparing for a sack race indoors. A carnival-themed setup with striped tents and decor is visible in the background. Onlookers are seated and standing around the room, watching the event.

Two men are smiling and posing together outdoors at an event. One is wearing a light purple polo and white shorts, and the other is in a dark blue polo and gray pants. People and trees are visible in the background.

A group of ten people smiling and posing together indoors. The setting features hanging plants and warm lighting. Most individuals are wearing name tags and casual attire. The atmosphere is friendly and relaxed.

Six women, dressed in a mix of formal and vibrant attire, stand together on a patterned carpet. The group smiles in a bright, modern indoor setting with stripes and geometric lines in the background.

A large group of people wearing various costumes pose together indoors. The setting appears to be an office or lobby. The mood is festive and everyone is smiling.

A group of people gathered outdoors, posing for a photo. Theyre casually dressed and standing or kneeling on a paved surface in front of a wooden fence, with trees and a clear blue sky in the background.

An office space decorated for the holidays with a Christmas tree, stockings on a faux fireplace, a red sofa with a fur throw, and a vintage TV. A bar cart is adorned with festive decorations, enhancing the cozy, festive atmosphere.

A woman stands in a kitchen wearing a festive holiday outfit. Her sweater has a reindeer and the text Santas Favorite. The pants have a matching design. She smiles at the camera, and a decorated headband completes the festive look.

A large group of people is gathered in an office setting, smiling and holding up glasses. They are posing with a banner that reads Best Places to Work from Atlanta Business Chronicle. The atmosphere appears celebratory and cheerful.

A group of six women smiling and posing for a selfie in an indoor setting. They are casually dressed, with some people and outdoor scenery visible in the background through large windows.

A group of people stand around a large table with buckets and scattered coins. A large HB sign is placed in the center of the table. Ceiling lights illuminate the room, which has large windows with a city view.

A group of people in an office setting gather around tables filled with a variety of catered dishes, including salads and main courses. They are serving themselves and engaging in conversations, creating a lively and social atmosphere.

A group of people in red shirts and athletic wear stand together on a grassy field, smiling at the camera. One person holds a ball. Trees and fencing are visible in the background.

A group of people pose in front of an Ewaste ePlanet truck. The truck advertises electronics recycling and data destruction services. The group is casually dressed, smiling, and standing on a paved surface.

A room with a Grinch cutout wearing a Santa outfit, holding a string of lights on the wall. Below are white office cabinets and a cushioned bench. The scene is decorated in a humorous holiday style.

An office cubicle is festively decorated with red tinsel curtains, garlands, and colorful ornaments. WLY WOWDERS is spelled out in letters above the entrance. Holiday decorations include a snowman and Santa-themed wrapping paper.

An office decorated for Christmas with stockings on desks and a tropical theme. A stuffed figure in sunglasses and swimwear sits on a barrel surrounded by tropical decorations and a banner reading Mele Kalikimaka.

People serving themselves food from a buffet table in a bright, open room. The table is filled with trays of buns, sausages, salads, and snacks. In the background, others sit and socialize near a mini basketball game and large windows.

A diverse group of 24 people smiling and posing in a room, wearing festive holiday sweaters. The room has wooden floors, large windows, and holiday decorations, including poinsettias in the corner.

Two men are engaged in conversation at a professional event. One wears a suit, and the other is casually dressed. They stand in front of a booth with promotional banners and a table displaying various items.

People in casual clothing are gathered around a colorful indoor mini-golf course. They are standing near vibrant, illuminated holes with digital score displays, while various neon lights and decor create a lively atmosphere.

A man and woman play mini-golf indoors. The man, wearing a light blue shirt, prepares to putt while the woman, in a white top, watches. They are surrounded by colorful lights and obstacles, including large red cup props.

A group of six people smiling and posing together indoors. They are standing in a line, and the setting appears to be a recreational area with arcade games and tables in the background. The atmosphere is casual and friendly.

A group of people playing mini-golf indoors. One person is putting on a colorful course with glowing neon lights. Others stand nearby, watching and smiling. The background features various entertainment elements and displays.

A group of people sitting at a table in a modern cafe with tall, colorful glass decorations and large windows. The background shows more patrons at tables and a view of urban buildings outside.

A group of people enjoying mini-golf indoors. One person is putting on a glowing, colorful course while others watch and smile. The setting is lively with neon lights and televisions in the background.

A group of people stand indoors in front of a mini-golf course, cheering with their hands raised. A TV screen above displays a sports event. The atmosphere is lively and festive.

Four people standing on an indoor mini-golf course, one preparing to putt. The venue is colorful, with vibrant floor patterns and neon elements. Monitors and decorative lights are visible above.

A diverse group of people posing together outdoors in front of two EcoShred trucks. Many are wearing blue shirts with I ♥️ HB on them. Trees are visible in the background. The setting appears to be informal and community-oriented.

Two men stand by a Homrich Berg Wealth Management booth at an indoor event. The booth displays banners, water bottles, and brochures. The men are smiling, one holds a coffee cup, and both wear name tags.

A group of people in a modern office space wearing various colorful costumes, including a KFC outfit, bees, ladybugs, and superheroes. The room features wooden flooring, art on the walls, and pendant lights. Everyone is smiling and posing happily.

A group of six people celebrating with champagne glasses in a bar. They are smiling and standing closely together. Behind them, shelves display various bottles, and a TV shows a sports game.

Two people stand smiling behind a booth with Homrich Berg Wealth Management banners. The table displays branded water bottles and tote bags. They are at a professional event or expo.

A group of eight women smiling and posing energetically in an office setting. Some are holding up peace signs, and others have their arms raised joyfully. They stand in front of a modern reception area with pendant lights above.

Four people stand on a grassy area holding golf clubs. Two men and two women smile at the camera. They are beside golf sponsorship signs featuring Homrich Berg and John Brew. Trees are in the background.

A group of people stands around a table making sandwiches. The table is filled with bread, deli meats, cheese, and sandwich bags. They seem engaged in an organized activity, possibly a community service or group event.

A group of people posing and smiling in a celebratory manner. The display indicates Homrich Berg Wealth Management is ranked No. 15 among best places to work, as presented by the Atlanta Business Chronicle.

A group of 16 people stands together in a brightly lit office space, all wearing festive holiday sweaters. They are smiling, and some are posing with playful gestures. The room features modern decor and large windows.

Five people pose in an office setting with a collection of toys, games, and sporting goods displayed on the floor. The group is smiling, and there are plants and office furniture in the background.

A group of seven people smiling indoors, standing in front of a window. One person is holding a bracket chart, another is holding a dish of baked goods. There is a small trophy displayed. They appear to be celebrating an event.

A group of people, including a person with a stroller, pose in front of two EcoShredding trucks and recycling bins in an outdoor setting surrounded by trees.

We are always searching for bright, motivated individuals to join our team.

Employment Requirements

Employment inquiries may be submitted for the below positions and will be considered based on availability.
All applicants must be eligible to work in the United States. HB Wealth does not sponsor work visas. The information above should not be construed as an offer, solicitation or recommendation to sell or purchase any security.

Current Openings

Title
Location

Business Intelligence Intern

Atlanta (HQ)

View Apply

Portfolio Manager

Atlanta (HQ)

View Apply

Advisory Associate Intern

Atlanta (HQ)

View Apply

Advisory Associate Intern

Towson

View Apply

Client Service Associate Intern

Atlanta (HQ)

View Apply

Investments Analyst Intern

Atlanta (HQ)

View Apply

Investments Analyst Intern

Towson

View Apply

Trading Associate

Atlanta (HQ)

View Apply

Private Investments, Analyst/Associate

Towson

View Apply

Associate Director/Director, Private Investments

Towson

View Apply

Advisory Associate

Towson

View Apply

Wealth Advisor

Towson

View Apply

All Other Positions

View Apply