Client Relationship & Wealth Planning Advisor

Delta Community Credit Union; Atlanta (GA); Hybrid; USD 65.000 - 95.000; Vollzeit

Benefits dieser Stelle

Medical, Dental and Vision coverage

401(k) plan with company match

Paid time off

Zusammenfassung

Delta Community Credit Union in Atlanta invites a Client Relationship Manager to service and advise members using our investment advisory and planning programs. You will assist Financial Advisors, create and review financial plans, and ensure prompt, compliant client service by phone and in person.

The role requires licenses within 90 days and ongoing regulatory compliance, with potential for work-from-home opportunities depending on performance and departmental needs.

Qualifikationen

• Bachelor's degree in any discipline or substantial professional experience.
• 2+ years’ investment, insurance, retirement or direct-to-consumer sales experience.
• Financial services licenses/designees within 90 days (FINRA 7/66) and CFP/CRPC completion.
• Life, Accident, Sickness license within 12 months; long-term care certification.

Aufgaben

• Identify and address client financial needs.
• Communicate financial planning principles and investment recommendations.
• Analyze data to determine strategies for meeting financial objectives.
• Monitor and review client accounts regularly.
• Conduct client meetings by phone.
• Support Advisors in wealth management deliverables.
• Update CRM with every client interaction.
• Complete continuing education and compliance requirements.

Kenntnisse

Investment experience

Sales experience

Team collaboration

Client service orientation

Regulatory compliance

Ausbildung

Bachelor's degree

Master's degree in finance or related field

Tools

FINRA licenses (Series 7, 66)

CRPC designation

CFP exam completion

Jobbeschreibung

Delta Community Credit Union in Atlanta invites a Client Relationship Manager to service and advise members using our investment advisory and planning programs. You will assist Financial Advisors, create and review financial plans, and ensure prompt, compliant client service by phone and in person.

The role requires licenses within 90 days and ongoing regulatory compliance, with potential for work-from-home opportunities depending on performance and departmental needs.