Wealth Manager

Windward Recruiting; Alpharetta (GA); On-site; USD 80,000 - 120,000; Full time

Job summary

Windward Recruiting is seeking an experienced Wealth Manager in Alpharetta, Georgia to provide comprehensive financial solutions to high-net-worth families. The ideal candidate will collaborate with an advisory team in a fiduciary environment, ensuring exceptional service and strategic guidance.

The role requires at least 7 years of relevant experience, along with a bachelor's degree in finance or a related field and necessary certifications like CFP or CFA. Candidates should showcase strong interpersonal skills and analytical abilities.

Qualifications

• 7+ years of experience in wealth management or financial advisory.
• Proven experience with high-net-worth families including tax and estate planning.
• Strong knowledge of RIA and fee-only advisory model.

Responsibilities

• Serve as a primary advisor on various financial aspects for clients.
• Conduct comprehensive financial reviews for clients.
• Develop customized financial plans and strategies.

Skills

Client-focused service

Financial planning

Investment strategy

Analytical skills

Communication skills

Education

Bachelor’s degree in finance, accounting, or related field

CFP, CPA, or CFA designation

Tools

Salesforce

Black Diamond

eMoney

Fidelity

Schwab

Job description

We are seeking an experienced and client-focused Wealth Manager to serve high-net-worth families within a planning-driven RIA where advisors spend their time solving financial problems rather than selling products.

In this role, you will act as a trusted advisor and primary resource for clients across all facets of their financial lives from investments & tax strategy to estate and long-term planning.

This position offers the opportunity to collaborate with an experienced advisory team in a fiduciary, fee-only environment focused on delivering high-touch service and thoughtful financial guidance.

DUTIES & RESPONSIBILITIES

• Serve as a primary advisor and trusted resource for clients on investments, tax planning, estate planning, insurance, retirement planning, and education planning
• Conduct comprehensive financial reviews for both existing and prospective clients
• Develop and implement customized financial plans and strategies designed to achieve each client’s long-term goals
• Facilitate and lead client meetings, delivering thoughtful guidance and strategic recommendations
• Identify planning opportunities and potential risks across all aspects of a client’s financial situation
• Collaborate closely with internal planning, investment, and operations teams to ensure consistent client service and best practices
• Coordinate with external advisors including CPAs, attorneys, and other centers of influence to support holistic client planning
• Stay informed on developments in financial planning, investment markets, tax policy, and regulatory changes affecting affluent clients
• Contribute to firm initiatives and continuous improvement efforts that enhance client experience and operational efficiency

QUALIFICATIONS

• Bachelor’s degree in finance, accounting, or a related field
• Minimum 7 years of experience in a client-facing wealth management or financial advisory role
• CFP, CPA, or CFA designation required
• Experience working with high-net-worth families, including tax and estate planning considerations
• Familiarity with the financial planning needs of business owners and medical professionals preferred
• Strong knowledge of the RIA and fee-only advisory model
• Experience with wealth management platforms such as Salesforce, Black Diamond, BNA, eMoney, Fidelity, or Schwab is a plus
• Demonstrated ability to build trust quickly with clients and maintain long‑term advisory relationships
• Excellent analytical, communication, and relationship management skills

Competitive compensation package (including base salary and performance‑based incentives) based on experience.