Financial Advisor

Company Description CoWealth Advisors is an independent wealth management practice affiliated with Raymond James Financial Services, providing personalized financial planning and advisory services to individuals, families, and business owners. The firm focuses on helping clients align their financial strategies with their values, goals, and long-term vision, emphasizing clarity and confidence in decision-making. Services include retirement planning, portfolio management, risk management, and legacy planning, all tailored to each client’s unique financial journey. CoWealth Advisors collaborates closely with clients and their professional partners, such as attorneys and accountants, to ensure cohesive and effective financial plans. With offices in Newnan and Peachtree City, Georgia, the team is dedicated to disciplined guidance, thoughtful planning, and long-term partnership. Role Description The Financial Advisor role at CoWealth Advisors is a full-time, on-site position based in Peachtree City, GA. This role involves meeting with clients to understand their goals, values, and financial priorities, and developing customized financial plans that address retirement, investments, risk management, and legacy planning. The Financial Advisor will analyze client portfolios, recommend appropriate investment strategies, and monitor performance, making adjustments as needed to align with changing circumstances. Day-to-day responsibilities include preparing and presenting financial plans, maintaining detailed client records, and communicating regularly with clients to provide updates and guidance. The role also includes collaborating with internal team members and external professionals, such as attorneys and accountants, to ensure coordinated and comprehensive financial solutions. Qualifications Strong expertise in Financial Planning and Financial Advisory, with the ability to develop and implement tailored strategies for diverse client needs. Solid foundation in Finance and Investments, including portfolio analysis, asset allocation, and understanding of market and economic trends. Experience in Retirement Planning, including creating long-term income strategies, evaluating retirement accounts, and planning for different life stages. Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear, accessible manner and build long-term client relationships. Bachelor’s degree in finance, economics, business, or a related field; professional designations such as CFP®, ChFC®, or similar credentials are highly beneficial. Strong ethical standards, sound judgment, and a client-centered mindset, with a commitment to confidentiality and regulatory compliance. Proficiency with financial planning software, CRM tools, and standard office applications; prior experience in an advisory or wealth management environment is a plus. #J-18808-Ljbffr