HB Wealth is a national, independent, fee-only wealth management firm that provides wealth advisory services, investment management, and family office services to high-net-worth individuals, families, and institutions.
HB Wealth is seeking a detail-oriented and motivated individual to join our team as Associate, Automation and Digital Transformation. In this role, you will take ownership of existing Microsoft Power Platform solutions and help design and build new applications and automations that improve processes and support our digital transformation initiatives.