Senior Advisory Associate

HB Wealth is seeking a Senior Advisory Associate to provide technical and operational support to Wealth and Senior Wealth Advisors in the Palm Beach Gardens office. This role serves as the primary internal liaison to ensure the delivery of client service standards, including building financial plans, preparing meeting materials, and managing client data. The position involves attending client meetings, handling basic inquiries, and developing expertise in investments, tax, and estate planning to prepare for a future Wealth Advisor role.