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Holistic Wealth Advisor – Client Relationships & Planning
Job in
Roswell, Fulton County, Georgia, 30076, USA
Listed on 2026-05-21
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-05-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Windward Recruiting is seeking a qualified Wealth Advisor for the Greater Roswell market. This role focuses on building lasting client relationships and delivering comprehensive financial planning, emphasizing long-term management over cold prospecting.
Ideal candidates will have a Bachelor’s degree in Finance/Financial Planning and relevant licenses. The position offers a competitive compensation package aligned with experience.
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