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 $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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Alpharetta, GA3 days ago$24 - $27 per hour
...Financial Aid Advisor We are seeking a Financial Aid professional who possesses that exceptional blend of analytical and interpersonal. In addition to possessing relevant experience and skills, candidates must have a positive attitude, high energy, and an ability to...SuggestedFlexible hoursPaul Mitchell Schools
Roswell, GA1 day 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, GA3 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...SuggestedWork at officeLocal area
HomeTrust Bank
Alpharetta, GA3 days ago - ...weeks of paid training and coaching as you obtain your FINRA 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...
Thrivent Financial
Alpharetta, GA2 days 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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Alpharetta, GA20 hours ago $50k
...we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hours$24 - $27 per hour
...Mitchell The School Esani in Roswell, GA may have the perfect opportunity waiting for you. We're seeking a full-time Financial Aid Advisor who is passionate about accuracy, organization, and student success. In this highly impactful role, you'll help aspiring beauty...Full timeLocal area$61k - $119k
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 focused...For contractorsWork at office- 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, GA25 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. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Alpharetta, GA4 days ago- Bank of America is seeking a client-focused associate to engage with clients in the lobby, educate on self-service banking options, and process cash transactions. You will build relationships, follow regulatory guidelines, and collaborate with experts in lending and investments...
Bank of America
Alpharetta, GA1 day 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, GA1 day ago - Relationship Banker - Atlanta North Market - Bilingual Korean Required Duluth, Georgia;Alpharetta, 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...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Alpharetta, GA1 day ago - Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We ...Work experience placementWork at officeFlexible hours
Ameris Bank
Alpharetta, GA3 days ago - ...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 Wealth
Alpharetta, GA2 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 - ...First Citizens Wealth in Alpharetta, Georgia is seeking a Private Banker to support wealth management and client acquisition strategies. The successful candidate will develop relationships with high net worth clients, manage portfolios, and provide tailored banking solutions...
First Citizens Wealth
Alpharetta, GA1 day 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 area- Ameris Bank is seeking a customer consultant to help grow the banking center by establishing and expanding relationships with high-value consumer and business clients. You will conduct customer profiles, identify needs, and educate clients on suitable banking products ...
Ameris Bank
Alpharetta, GA3 days ago - ...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 Associates have the opportunity...Work experience placementWork at officeHome office
Benjamin F. Edwards
Alpharetta, GA3 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 amounts...Summer holidayFlexible hoursEY
Alpharetta, GA2 days ago- Role: IAM Business Analyst Location: Alpharetta, GA Duration: 6 Months Key Responsibilities Business Analysis & Requirements Gathering Collaborate with stakeholders to gather and document IAM requirements. Translate business needs into functional and technical specifications...
Tech Mirrors
Alpharetta, GA21 hours 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, GA21 hours ago- This role analyzes the long-term financial viability of potential clients employing sophisticated financial analysis techniques and provides on-going portfolio analysis to monitor current client base. The position also requires the analyst to advance the sales department...Full timeWork at officeMonday to Friday3 days per week
Wheels, Inc.
Alpharetta, GA20 hours 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. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Alpharetta, GA2 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 - Job Overview Position ID SA17 Job Title IT Security Analyst Category IT Description Job Description Install new and rebuild existing servers, configure hardware, peripherals, services, settings, directories, storage in accordance with standards and project/operational ...
- Essential Functions - Interviews residential mortgage loan applicants. - Requests specified information for loan application. - Notifies applicant of loan decision. - Corresponds with customers, applicants or creditors to resolve questions regarding...
First Federal Bank
Alpharetta, GA3 days ago
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