Wealth Advisor: Planning‑Led & Client Impact
Job in
Roswell, Chaves County, New Mexico, 88202, USA
Listed on 2025-12-27
Listing for:
Windward Recruiting
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A financial services firm is looking for a Wealth Advisor to serve existing client relationships and contribute to practice growth in the Greater Roswell market. This role emphasizes comprehensive financial planning and long-term relationship management over cold prospecting. Key qualifications include a Bachelor's degree in Finance or Financial Planning, relevant licenses, and strong communication skills. The advisor will build lasting relationships and deliver holistic financial solutions to clients.
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