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