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 3 days ago

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