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
Vacancy posted 3 days ago
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