Wealth Advisor — Relationship-Driven Growth (VA)

Virginia Credit Union; Richmond (VA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Life and long-term disability

Job summary

VACU Investment Group seeks an investment consultant to build relationships with VACU members across Virginia, including Richmond and Roanoke, partnering with Ameriprise Financial Group. The role focuses on understanding financial needs and offering suitable solutions, while prospecting within and beyond the bank.

The position emphasizes relationship-building, strong communication, and a customer-centric approach, with ongoing compliance training and a pathway to growth within the VACU network.

Qualifications

• Broad knowledge of fields like accounting, marketing, business administration or finance.
• Four-year college degree plus 2 years related experience or training; 19–23 months related management experience.

Responsibilities

• Prospect within and outside the bank to generate referrals and build external sources.
• Sell solutions by understanding customer needs and presenting features and benefits.
• Engage in CRM activities to grow wallet share and cross-sell.
• Complete required BSA/AML and other compliance training as assigned.

Skills

Communication

Customer service

Relationship building

Analytical ability

Education

Bachelor's degree

Job description

VACU Investment Group seeks an investment consultant to build relationships with VACU members across Virginia, including Richmond and Roanoke, partnering with Ameriprise Financial Group. The role focuses on understanding financial needs and offering suitable solutions, while prospecting within and beyond the bank.

The position emphasizes relationship-building, strong communication, and a customer-centric approach, with ongoing compliance training and a pathway to growth within the VACU network.