Associate Wealth Advisor — Client-Focused Planning

Delta Community Credit Union; Atlanta (GA); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Competitive Compensation

Best in Class Comprehensive Benefits

401(k) Employer Match

Professional Development Opportunities

Work-Life Balance

Collaborative, Inclusive Culture

Zusammenfassung

Delta Community Credit Union in Atlanta invites an Associate Wealth Advisor to join our Retirement & Investment Services team. You will engage in a discovery-driven process to understand clients' motivations and goals, then deliver tailored investment and financial planning guidance with the support of CFAs, tax professionals, and attorneys.

As a trusted advisor, you will simplify complex financial concepts, lead family meetings, and collaborate across disciplines to craft comprehensive plans.

Qualifikationen

• Bachelor’s degree in business, finance, mathematics or related field.
• 3+ years in wealth management, financial planning, or related field.
• FINRA SIE, Series 7, and 66 licenses with Life/Accident/Sickness, Variable Products Insurance, and LTC within 120 days.
• CFP designation or Masters/Doctorate in Finance and CFP exam eligibility.
• If CFP not held, must pass CFP within 6 months of on-boarding.
• AIF designation or ability to acquire within 12 months.
• Proven ability to uncover client motivations and drive actions toward goals.
• Strong leadership and ability to simplify complex decisions for clients.
• Team-oriented with cross-disciplinary collaboration.
• High ethical standards; leading with integrity.
• Proficiency in financial modeling/forecasting using tools like eMoney.

Aufgaben

• Lead discovery process to uncover clients' core motivations and goals.
• Serve as trusted advisor, empowering clients to take meaningful actions.
• Collaborate with CFAs and professionals to offer tailored investment plans considering tax budget.
• Facilitate family meetings for multigenerational wealth transfer guidance.
• Serve as quarterback in discussions with tax professionals, attorneys, and banking partners.
• Drive business development and client acquisition with concierge service.
• Leverage technology to streamline financial planning processes.
• Coach clients through retirement, business succession, and estate planning.
• Comply with Credit Union policies including BSA regulations.

Kenntnisse

Client motivations discovery

Leadership

Team collaboration

Ethical standards

Financial modeling

eMoney

Business development

Ausbildung

Bachelor’s degree in business, finance, mathematics or related field

CFP designation or Masters/Doctorate in Finance/Financial Planning

ASE/ AIF designation or equivalent

Tools

eMoney

Jobbeschreibung

Delta Community Credit Union in Atlanta invites an Associate Wealth Advisor to join our Retirement & Investment Services team. You will engage in a discovery-driven process to understand clients' motivations and goals, then deliver tailored investment and financial planning guidance with the support of CFAs, tax professionals, and attorneys.

As a trusted advisor, you will simplify complex financial concepts, lead family meetings, and collaborate across disciplines to craft comprehensive plans.