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.
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.
More than 300 HB Wealth professionals serve our clients in 48 states from 12 offices across Georgia, Florida, Maryland, North Carolina, South Carolina, and Tennessee.* 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 October 23, 2025
A few reasons why our team loves working here:
- We make time to connect and celebrate wins, big and small, through happy hours, celebrations, and lunches.
- We foster a workplace that is both productive and energizing through offsite retreats and themed events.
- We give back through organized volunteer initiatives that reflect our shared values.
- Our teams work in modern, inspiring office spaces that are designed to support collaboration.
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.
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.
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.
Benefits That Matter
- Health, Dental and Vision Benefits
- FSA/HSA plans
- 401K with Match
- Long & Short Term Disability
- Life Insurance
- Equity Participation Plan
- 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
- Professional Certification and Tuition Reimbursement
Life Beyond the Desk
Current Openings
- Title
- Location
Equal Employment Opportunities
HB Wealth provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, creed, religion, age, sex, sexual orientation, gender identity or expression, genetic information, national origin, veteran status, military status, physical or mental handicap, marital status, or any other category covered by applicable law.
HB Wealth is committed to providing reasonable accommodation for qualified individuals with disabilities in our job application procedures.
If you need assistance or an accommodation due to a disability, please contact us at hr@hbwealth.com.