Wealth Advisor: Relationship-Driven Client Growth

Virginia Credit Union; Richmond (VA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Life insurance

Disability insurance

Job summary

Virginia Credit Union, in partnership with VACU Investment Group and Ameriprise Financial, seeks a Financial Advisor in the Richmond area to build relationships, assess client needs, and recommend suitable financial solutions. The role involves referral generation, cross-selling, and ongoing client service within VACU branches.

Qualified candidates have a four-year degree with 2+ years of related experience, strong communication skills, and a customer-centric approach.

Qualifications

• Broad knowledge of finance, accounting, and related fields.
• Strong relationship-building and communication skills.
• Ability to assess client needs and propose solutions.

Responsibilities

• Prospect within the bank and externally to generate referrals.
• Develop client relationships and understand financial needs.
• Present suitable financial solutions and educate clients on features and benefits.
• Engage in CRM activities to grow wallet share and cross-referrals.
• Complete required compliance training and related duties.

Education

Bachelor's degree or higher

Job description

Virginia Credit Union, in partnership with VACU Investment Group and Ameriprise Financial, seeks a Financial Advisor in the Richmond area to build relationships, assess client needs, and recommend suitable financial solutions. The role involves referral generation, cross-selling, and ongoing client service within VACU branches.

Qualified candidates have a four-year degree with 2+ years of related experience, strong communication skills, and a customer-centric approach.