Holistic Wealth Advisor - Client Relationships & Planning
Windward Recruiting
Windward Recruiting is seeking a qualified Wealth Advisor for the Greater Roswell market. This role focuses on building lasting client relationships and delivering comprehensive financial planning, emphasizing long-term management over cold prospecting. Ideal candidates will have a Bachelor’s degree in Finance/Financial Planning and relevant licenses. The position offers a competitive compensation package aligned with experience. #J-18808-Ljbffr Windward Recruiting
Vacancy posted 1 day ago
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