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

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

Qualifications

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

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Wealth Advisor in Alpharetta, GA vacancy

Holistic Wealth Advisor - Client Relationships & Planning
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...
Suggested
Windward Recruiting
Roswell, GA
13 hours ago
Financial Aid Counselor
$24 - $27 per hour
...Financial Aid Advisor Do you prioritize accuracy, organization, and timeliness in all you do? Would you like to help passionate people follow their dreams and support them in launching their beauty careers? If YES, then you could be the full-time Financial Aid Advisor...
Suggested
Full time
Paul Mitchell Schools
Roswell, GA
2 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Suggested
Work at office
Unavailable
Alpharetta, GA
2 days ago
Financial Advisor
...Job Summary The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and understanding client needs and objectives, and for making appropriate...
Suggested
Work at office
Local area
HomeTrust Bank
Alpharetta, GA
2 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Alpharetta, GA
2 days ago
Financial Advisor
$130k - $150k
...Job Description Innovative Outsourcing is excited to partner with our client, Your Wealth Advisors, to hire a client-focused Financial Advisor to join this dynamic and rapidly growing boutique investment and wealth management firm. As an important part of the team...
Full time
Work at office
Innovative Outsourcing Inc
Alpharetta, GA
5 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Alpharetta, GA
2 days ago
US Experienced Financial Advisor
$50k
...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns....
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Alpharetta, GA
3 days ago
Remote Corporate Finance Expert
$50 - $58 per hour
Corporate Finance Expert $50 - $58/hourpay Required Skills Finance About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare...
Contract work
Remote work
Micro1
Roswell, GA
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Alpharetta, GA
4 days ago
Member Financial Solutions Advisor
LGE Community Credit Union in Roswell, Georgia, is seeking a Financial Solutions Specialist to foster member relationships and provide exceptional service. Responsibilities include proactively interacting with members, educating them on financial products, and maintaining...
LGE Community Credit Union
Roswell, GA
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...experts in our business. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full‑time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Alpharetta, GA
1 day ago
Financial Solutions Advisor II- Consumer Investments-Alpharetta market
Job Overview At Bank of America, this role focuses on delivering comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Key Responsibilities Work with clients to plan short and long‑term financial goals by building...
Temporary work
Shift work
Day shift
Bank of America
Alpharetta, GA
1 day ago
Personal Banker
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued...
Temporary work
Work experience placement
Work at office
Shift work
Fairygodboss
Roswell, GA
1 day ago
Private Mortgage Banker
About this role: Wells Fargo is seeking an GA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role, you will: Participate in soliciting residential...
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Roswell, GA
2 days ago
Financial Services Advisor: Investments, Life & Wealth Growth
Brian Moscaritolo - State Farm Agent in Roswell, GA is seeking a Financial Services Representative to build wealth and protect futures. In this full-time position, you will engage with clients on retirement planning, investment strategies, and life insurance solutions,...
Full time
Brian Moscaritolo - State Farm Agent
Roswell, GA
1 day ago
Financial Client Associate
...Client Associate The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client's needs are met in a timely and efficient manner. Financial Client...
Work experience placement
Work at office
Home office
Benjamin F Edwards & CO
Alpharetta, GA
2 days ago
Private Banker
...futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive... ...and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide...
Work at office
First Citizens Bank
Alpharetta, GA
4 days ago
Offensive Security Analyst
The opportunity As an Offensive Security Analyst on the Attack Surface Management team, you will play a key role in evaluating and reducing EY’s digital exposure through hands‑on penetration testing and adversarial simulation. Working under the guidance of the Exposure...
Summer holiday
Flexible hours
Ernst & Young Oman
Alpharetta, GA
1 day ago
Offensive Security Analyst
$76.4k - $138.6k
Within Information Security we blend risk strategy, digital identity, cyber defense, application security and technology solutions as we consider the entire security lifecycle. You will join a team of hardworking, security‑focused individuals dedicated to supporting, protecting...
Summer holiday
Local area
Flexible hours
Ernst & Young Advisory Services Sdn Bhd
Alpharetta, GA
5 days ago
Security Analyst
For 30 years, Surgical Information Systems (SIS) has empowered surgical providers to Operate Smart™ by delivering innovative software and services that drive clinical, financial, and operational success. For ambulatory surgery centers (ASCs), SIS provides comprehensive...
Temporary work
H1b
Remote work
Surgical Information Systems
Alpharetta, GA
3 days ago
IT Security Analyst
Security Analyst The Security Analyst is responsible for managing third-party vulnerability data, executing scans using Sompo’s proprietary tools, and partnering with IT teams to prioritize remediation efforts. The role requires strong technical expertise in vulnerability...
Argyle Infotech
Alpharetta, GA
5 days ago
Patient Financial Counselor
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Patient Services Snellville, GA, US 15 days ago Requisition ID: 1209 Job Title Patient Financial Representative...
Full time
Work experience placement
Advanced Urology
Snellville, GA
4 days ago
FP&A Analyst: Forecasting, Analytics & Insights
C & S Chemicals is seeking a Financial Analyst to support financial planning, forecasting, and reporting at their corporate headquarters in Roswell, GA. This role involves collaborating with stakeholders, preparing financial reports, and providing data-driven insights to...
C & S Chemicals
Roswell, GA
13 hours ago
Financial Analyst II — FP&A, Forecasting & Insights
Nortekhvac is seeking a Financial Analyst II to support financial and business objectives within their Water Heater Division. This role focuses on planning, budgeting, and reporting, enhancing financial transparency, and conducting industry analysis. Candidates should have...
Nortekhvac
Roswell, GA
3 days ago
Financial Advisor
$70k - $160k
...the Right Partner. At The Piedmont Group, we believe successful advisors shouldn’t have to build their practice alone. Whether you are... ...independence or an emerging professional ready to launch a career in wealth management, we provide the platform, mentorship, and resources...
Local area
The Piedmont Group
Dunwoody, GA
1 day ago
Financial Advisor
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Suwanee, GA
2 days ago
US Experienced Financial Advisor
$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...
Work at office
Home office
Flexible hours
Edward Jones
Sandy Springs, GA
2 days ago
Financial Solutions Advisor - NE Georgia
...Financial Solutions Advisor - NE Georgia Chamblee, Georgia;Dacula, Georgia; Tucker, Georgia; Winder, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...
Temporary work
Work at office
Monday to Friday
Shift work
Day shift
Bank of America
Dacula, GA
3 days ago
Financial Representative
6 days ago Be among the first 25 applicants Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may...
Full time
The Western and Southern Life Insurance Company
Peachtree Corners, GA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!