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 #J-18808-Ljbffr 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...SuggestedFull time
Windward Recruiting
Alpharetta, GA2 days ago - 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
$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...SuggestedFull timeWork at officeInnovative Outsourcing Inc
Alpharetta, GA1 day ago- ...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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Alpharetta, GA5 days ago $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....SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Alpharetta, GA9 days ago- ...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...Work at officeLocal area
HomeTrust Bank
Alpharetta, GA3 days ago - Job Description Job Description Elm3 Financial Group seeks an experienced, collaborative, and dedicated Certified Financial Planner® to join our growing team. Elm3 Financial Group is an investment advisory and fee-only financial planning firm dedicated to providing...
Elm3 Financial Group
Alpharetta, GA10 days ago - ...Job Description Job Description Experienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new...Work at officeLocal area
American Heritage Financial
Alpharetta, GA15 days ago $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 we...Full time- ...Description Job Description Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service,...Work experience placementWork at officeHome office
Benjamin F Edwards & Co
Alpharetta, GA12 days ago $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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Alpharetta, GA5 days ago$40k - $60k
...impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you'll have some...Base plus commissionFull timeWork at officeLocal areaThrivent Financial
Johns Creek, GA19 days ago$111.1k - $185.1k
...fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do...McKesson
Alpharetta, GA4 days ago- Mcknights is seeking a Private Client Advisor in Marietta, Georgia to provide comprehensive financial planning and advice to individuals and families. The ideal candidate will have at least 2 years of experience in financial services, a deep understanding of financial markets...
- Fairygodboss is seeking a Private Client Advisor in Marietta, Georgia. In this role, you will engage with clients to offer tailored investment solutions, utilizing your expertise to provide a comprehensive financial planning experience. The advisor is expected to build...
$24 - $27 per hour
Paul Mitchell Schools in Roswell, Georgia is seeking a full-time Financial Aid Advisor to assist students with financial aid processes. The ideal candidate will have at least 2 years of experience in financial aid, strong organizational skills, and proficiency in data entry...Full time- 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
- ...understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience,...Contract workLocal area
Renasant
Alpharetta, GA6 days ago - Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workWork at officeNight shiftWeekend work
SunTrust Investment Services, Inc.
Alpharetta, GA5 days ago - Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after ...Work experience placementWork at office
Fifth Third Bank, N.A.
Alpharetta, GA8 days ago - Royal Oak Enterprises, LLC is seeking a Senior Financial Analyst in Roswell, Georgia, responsible for owning the budgeting process and building executive-level dashboards. The ideal candidate will have 3 to 5 years of experience in financial analysis or FP&A, strong data...
$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. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Alpharetta, GA3 days ago- Job Title Job Locations: Alpharetta, GA; Charlotte, NC; Chicago, IL; Conshohocken, PA; Dallas, TX; Denver, CO; Fargo, ND; Garden City, NY; Houston, TX; Lenexa, KS; Lubbock, TX; Morristown, NJ; Mt Juliet, TN; New York, NY; Purchase, NY; Topeka, KS Required Skills ...
The Dignify Solutions, LLC
Alpharetta, GA5 days ago $76.4k - $138.6k
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Today’s world is fueled by vast...Summer holidayLocal areaFlexible hoursEY
Alpharetta, GA15 days ago- Location: On-Campus at Life University - 1269 Barclay Circle, Marietta, GA 30060 About Us Since 1974, Life University has been a trailblazer in postsecondary education, seeking individuals eager to join our team dedicated to shaping the future of health and wellness...Work at office
Life University
Marietta, GA1 day ago - ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives...Local area
Thrivent Financial
Marietta, GA2 days ago $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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Marietta, GA1 day ago$105k
About the Job Sr. Commercial Credit Analyst - To $105K - Hybrid Remote (Roswell, GA) - Job # 3762 Who We Are: The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around...Remote workThe Symicor Group
Roswell, GA2 days ago- ...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 placementWork at officeHome office
- ...Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must...Work at officeLocal area
Western & Southern Life
Peachtree Corners, GA3 days ago
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