Wealth Advisor
Windward Recruiting
Wealth Advisor - Greater Roswell, GA Position: Full-Time, Exempt
Department: Wealth/Financial Advisory
Location: Greater Roswell market
Compensation: Competitive compensation and benefits package aligned with experience Role Overview
A growing private wealth team in the Greater Roswell market is seeking a Wealth Advisor to serve existing client relationships and contribute to practice growth through planning-led relationship development and referrals. This role focuses on comprehensive financial planning and long-term relationship management rather than cold prospecting. What You'll Do
Department: Wealth/Financial Advisory
Location: Greater Roswell market
Compensation: Competitive compensation and benefits package aligned with experience Role Overview
A growing private wealth team in the Greater Roswell market is seeking a Wealth Advisor to serve existing client relationships and contribute to practice growth through planning-led relationship development and referrals. This role focuses on comprehensive financial planning and long-term relationship management rather than cold prospecting. What You'll Do
- Build lasting client relationships across households and generations
- Deliver holistic financial planning across investments, retirement, estate/legacy, insurance, tax, and cash-flow needs
- Conduct ongoing plan reviews and adjust strategies as market or life circumstances change
- Analyze financial data and prepare planning recommendations, projections, and summaries
- Present planning strategies to clients and support implementation
- Manage and adjust portfolio strategies and risk alignment
- Proactively communicate with clients to identify opportunities and planning needs
- Expand client base through referrals, COIs, and organic relationship growth
- Assist with workflow leadership and service team coordination over time
- Bachelor's degree in Finance/Financial Planning or related field required
- CFP or ChFC preferred
- Series 7 & 66 (or 63 + 65)
- Life & Health license (or ability to obtain within 90 days)
- Strong knowledge of planning concepts/products across insurance, investments, risk, taxes, and retirement
- Proven ability to communicate and present planning strategies effectively
- Desire to grow planning relationships and referral networks
Vacancy posted 3 days ago
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