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
- ...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...Suggested
Thrivent Financial
Alpharetta, GA4 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, GA5 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, GA5 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, GA1 day 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...Suggested
Elm3 Financial Group
Alpharetta, GA17 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, GA22 days ago - Job Overview This position provides comprehensive advice and customized solutions to clients, including triaging leads, making referrals, reviewing financial and investment goals, building financial plans, and recommending brokerage products. Employees must complete required...Temporary workShift workDay shift
Dormont Manufacturing Company
Alpharetta, GA3 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, GA5 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, GA5 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. Responsibilities Learn how to prospect and network to build your business and client base Develop and execute...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Alpharetta, 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, GA4 days ago - ...in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been...Work at officeMonday to FridayNight shift
First Horizon Bank
Roswell, GA13 days ago - ...futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam 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, GA4 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, GA4 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, GA5 days ago $80 - $86 per hour
Our leading financial client is seeking a visionary cloud security professional to champion a high-visibility, critical initiative. If you are passionate about defining the future of cloud defense and want your expertise to have a direct, lasting impact on a massive enterprise...Work experience placementAquent
Alpharetta, GA1 day 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, GA3 days 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, GA3 days ago - Security Analyst III Primary Location : Alpharetta, Georgia V-Soft Consulting is currently hiring for a Security Analyst III for our premier client in Alpharetta, Georgia. Education and Experience » ~ Experience with Agile, Scaled Agile (SAFe), Scrum...Work experience placementCurrently hiringLocal area
MDT Technical
Alpharetta, GA5 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 Strong familiarity...
The Dignify Solutions, LLC
Alpharetta, GA2 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 - 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, GA5 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, GA4 days ago$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, GA4 days ago- Position Home Loan Specialist (Virginia Avenue) Job Code‑4691 req5777 Atlanta (Virginia Ave) Full Time Job Description Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has...Full timeWork from home
Delta Community Credit Union
Roswell, GA2 days ago $1,000 per month
...Meet with prospective clients at outside locations such as a client’s home. Make in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads. Engage in marketing and promotional activities in support of your...NewRez LLC
Alpharetta, GA4 days ago- Teller Job ID 2026-15508 Job Locations US-GA-Alpharetta Overview Tellers are responsible for processing transactions, assisting with customer inquiries, and recognizing and referring sales opportunities to other bank representatives and/or lines...Contract work
Renasant
Alpharetta, GA4 days ago - Location This position can be performed remotely in Florida or Georgia. Job Summary The Senior Commercial Construction Administration Officer is responsible for administering Residential, Commercial, SBA 504 and 7A, Multifamily and/or Builders line construction loans including...Permanent employmentWork at officeRemote work
Seacoast Bank
Alpharetta, GA2 days ago - Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$70k - $160k
Financial Advisors at The Piedmont Group have the freedom and support to enhance their business for themselves & their clients' best interests. If you have explored becoming a financial advisor in the past but didn't find an organization that shared your career goals,...
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