Senior Wealth Advisor & Practice Leader (Hybrid)

Delta Community Credit Union; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

401(k) match

Professional development

Work-life balance

Inclusive culture

Job summary

Delta Community Credit Union in Atlanta is seeking a Wealth Advisor to join the Retirement & Investment Services Advisory Team. You will mentor seniors, deliver comprehensive wealth management and financial planning for high-net-worth clients, and lead collaborative engagements with CFAs, tax advisors, and attorneys.

The role emphasizes business development, client acquisition, mentoring developing advisors, and applying technology tools to enhance client outcomes while upholding BSA policies

Qualifications

• Bachelor's degree required in business/finance/math.
• CFP designation or completion of a relevant graduate degree; eligible to sit CFP exam.
• AIF designation or ability to obtain within 12 months of on-boarding.
• FINRA SIE, Series 7, and 66 licenses required within 120 days of on-boarding.
• Experience with high-net-worth clients and complex financial relationships.
• Strong understanding of financial planning, investment management, tax, and estate planning.

Responsibilities

• Serve as the primary relationship manager for high-net-worth clients, delivering strategic wealth management.
• Lead discovery to uncover motivations, objectives, and legacy goals; tailor strategies.
• Collaborate with CFAs, tax advisors, and attorneys to design personalized solutions.
• Facilitate family meetings for multigenerational financial planning and wealth transfer.
• Act as quarterback for discussions with external professionals to ensure holistic planning.
• Drive business development and client acquisition through proactive networking.
• Mentor developing advisors and contribute to team growth.
• Stay current with planning tools like eMoney and industry trends.

Skills

Client relationships

Communication

Leadership

Financial planning

Team collaboration

Education

Bachelor's degree in Business/Finance/Math

CFP designation / Masters or Doctorate

AIF designation

Tools

eMoney

FINRA SIE/Series 7/66 licenses

Job description

Delta Community Credit Union in Atlanta is seeking a Wealth Advisor to join the Retirement & Investment Services Advisory Team. You will mentor seniors, deliver comprehensive wealth management and financial planning for high-net-worth clients, and lead collaborative engagements with CFAs, tax advisors, and attorneys.

The role emphasizes business development, client acquisition, mentoring developing advisors, and applying technology tools to enhance client outcomes while upholding BSA policies