Wealth Advisor – Greater Roswell, GAPosition: Full-Time, ExemptDepartment: Wealth/Financial AdvisoryLocation: Greater Roswell marketCompensation: Competitive compensation and benefits package aligned with experienceRole OverviewA 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 DoBuild lasting client relationships across households and generationsDeliver holistic financial planning across investments, retirement, estate/legacy, insurance, tax, and cash‑flow needsConduct ongoing plan reviews and adjust strategies as market or life circumstances changeAnalyze financial data and prepare planning recommendations, projections, and summariesPresent planning strategies to clients and support implementationManage and adjust portfolio strategies and risk alignmentProactively communicate with clients to identify opportunities and planning needsExpand client base through referrals, COIs, and organic relationship growthAssist with workflow leadership and service team coordination over timeQualificationsBachelor's degree in Finance/Financial Planning or related field requiredCFP or ChFC preferredSeries 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 retirementProven ability to communicate and present planning strategies effectivelyDesire to grow planning relationships and referral networks#J-18808-Ljbffr