Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals. HB’s Perimeter location seeks a Senior Associate to:
Description of Position
Lead select current client relationships
Assist in the preparation and evaluation of custom financial plans and presentations
Review and analyze investments and prepare trading plans
Implement the firm’s investment strategy as it applies to each client
Communicate with our clients and their advisors
Actively participate in firm wide initiatives
Five or more years of experience providing personal financial planning, investment management, and/or tax planning services
Ability to prepare and evaluate income tax, cash flow, and education cost projections, retirement income needs analyses, net worth statements, estate distribution plans, and risk management (i.e., insurance) reviews
Experience leading relationships of high net worth individuals
CFP and/or CPA licensee or candidate is desired
Strong Excel skills and experience with Microsoft Office products
Experience with eMoney preferred
High level of understanding of traditional investment vehicles (e.g., stocks, bonds, mutual funds) necessary and exposure to private alternatives preferred
Excellent written and verbal communication skills
Excellent organizational skills
The ideal candidate is an individual who (a) is detail oriented, (b) resourceful, (c) seeks intellectual challenges, (d) strives to be proactive, and (e) desires to develop long-term relationships with colleagues and clients.
About Homrich Berg
Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA. Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals.
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