Wealth Advisor II: Elevate Members' Financial Dreams

Mountain America Credit Union

Phoenix, Northern (AZ, KY)

Hybrid

USD 90,000 - 150,000

Full time

4 days ago

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Job summary

Mountain America Credit Union in Phoenix, AZ seeks a Wealth Advisor II to support multiple branches and collaborate with a third-party broker-dealer to deliver comprehensive wealth management solutions to members.

You will build enduring member relationships through financial planning across retirement, education funding, tax considerations, estate planning, and insurance, while maintaining CRM records and meeting regulatory standards.

Qualifications

Minimum of 3 years of relevant experience or completion of an accredited college program.
Bachelor’s degree from an accredited institution or enrollment in an accredited college program, or 3 years in related field.
Licenses: SIE, Series 7, and Series 63/65 (or 66 in place of 63/65); Life Insurance license required.

Responsibilities

Support 2+ Mountain America branches in wealth management.
Provide comprehensive financial planning across retirement, education, taxes, estate planning, and insurance.
Engage members, educate branch partners, and document all interactions in CRM with timely follow-up.
Identify opportunities to grow the wealth management program and cross-sell products.
Adhere to regulatory requirements and maintain professionalism in all member interactions.