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
- 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
$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...SuggestedFull timePaul Mitchell Schools
Roswell, GA3 days ago- ...Posted : November 18, 2025 Full-Time Locations Showing 1 location Milton 2905 Bethany Bnd Alpharetta, GA 30004, USA The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They...SuggestedFull timeWork at officeLocal area
Default Brand
Alpharetta, GA4 days ago $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...SuggestedWork at officeUnavailable
Alpharetta, GA3 days ago- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedLocal area
Modern Woodmen
Alpharetta, GA2 days ago - Gwinnett Colleges and Institute is seeking a Financial Aid Advisor in Georgia to plan, estimate awards, track documents, and ensure student eligibility in compliance with federal, state, and accreditation guidelines. The role requires conducting interviews, explaining aid...Full time
- 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...
- Job Description The Financial Aid Advisor is responsible for planning, estimating awards, tracking and collecting documents to ensure student eligibility, and assisting students apply for Financial Aid. The Advisor is also responsible for ensuring that all aid is administered...Full timeHome officeFlexible hours
$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...Full timeContract workFor contractorsWork at office$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. Responsibilities Learn how to prospect and network to build your business and client base Develop and execute...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Alpharetta, GA2 days ago$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Alpharetta, GA4 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
Alpharetta, GA2 days ago$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 workRemote workMicro1
Roswell, GA4 days ago- 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 workShift workDay shift
Bank of America
Alpharetta, GA2 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, GA10 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, GA5 days ago - 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 workWork experience placementWork at officeShift work
Fairygodboss
Roswell, GA2 days ago - 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
- ...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, GA5 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
Benjamin F Edwards & CO
Alpharetta, GA3 days ago $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 holidayLocal areaFlexible hoursErnst & Young Advisory Services Sdn Bhd
Alpharetta, GA1 day ago- 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 holidayFlexible hours
Ernst & Young Oman
Alpharetta, GA2 days ago - 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...
- 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...
$90k - $300k
...Talent, M&A, Special Projects This isn't a role for prospectors. This is an opportunity for a true closer. At Your Wealth, we’ve built a platform for elite advisors to do what they do best: build relationships, deliver powerful advice, and close business. We’ve eliminated...Full timeTraineeshipMagellan Financial & Insurance Services, Inc.
Woodstock, GA2 days ago$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 officeHome officeFlexible hoursEdward Jones
Sandy Springs, GA3 days ago- 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, GA3 days ago - ...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, GA5 days ago - Barry Hancock - State Farm Agent is looking for a Financial Services Representative - State Farm Agent Team Member in Roswell, Georgia. The ideal candidate will thrive in a fast-paced environment and help develop customer relationships while providing valuable insurance...Local area
- Fifth Third Bank Personal Banker I 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...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
- financial planning administrator Roswell, GA
- wealth advisor Roswell, GA
- associate corporate finance Roswell, GA
- financial associate Roswell, GA
- estate planning consultant Roswell, GA
- financial advisor Roswell, GA
- financial advisor associate Roswell, GA
- financial counselor Roswell, GA
- jde finance consultant Roswell, GA
- financial planning associate Roswell, GA