Wealth Advisor II: Strategic Client Relationships

Default Brand; Ellicott City (MD); On-site; USD 113,000 - 141,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Company-paid life insurance

Disability insurance

401(k) with company match

Job summary

Tower Federal Credit Union in Laurel, MD is seeking a Wealth Advisor II to manage relationships for a designated member base, delivering unbiased financial planning and investment guidance across all product lines.

Responsibilities include needs-based consultations, presenting financial solutions, and maintaining regulatory licensing. This role emphasizes cross-selling and compliance within a member-focused credit union environment.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Seven+ years in financial services with client/member relationship experience.
• Security 7/66 licenses.
• Life/Health/Variable licenses.
• CFP designation preferred.

Responsibilities

• Serves as primary point-of-contact and relationship manager for a designated member base.
• Provides relationship management focusing on member service and product delivery.
• Assists members in identifying financial goals and recommending suitable products.
• Researches and implements financial planning solutions aligned with goals.
• Demonstrates seminar techniques and presentation skills on financial topics.
• Maintains licensing/education requirements and regulatory compliance.
• Cross-sells credit union and partner products/services.
• Monitors operations to protect confidentiality of member information.

Skills

Relationship management

Financial analysis

Communication

Microsoft Office

Education

Bachelor’s Degree or equivalent

CFP Designation preferred

Tools

7/66 Licenses

Life/Health/Variable Licenses

Job description

Tower Federal Credit Union in Laurel, MD is seeking a Wealth Advisor II to manage relationships for a designated member base, delivering unbiased financial planning and investment guidance across all product lines.

Responsibilities include needs-based consultations, presenting financial solutions, and maintaining regulatory licensing. This role emphasizes cross-selling and compliance within a member-focused credit union environment.