Wealth Management Leader: Growth, Strategy & Advisory

Wellby Financial; Iowa (LA); On-site; USD 140,000 - 230,000; Full time

Job summary

Wellby Financial is seeking a Vice President of Wealth Management to provide strategic leadership for its financial planning, protection, and retirement programs. You will oversee advisors, drive growth, monitor KPIs, and ensure profitability while fostering a member-focused culture.

The role requires building strong partnerships across channels, leading complex initiatives, and ensuring regulatory compliance and client-centric outcomes.

Qualifications

• Bachelor’s degree in finance, business, management, or related field.
• 10–12 years of experience in financial services, wealth management, or customer service.
• Minimum five (5) years of leadership in financial services, wealth management, or a similar area.
• Licenses: Series 7, Series 63, Series 65/66, and Texas life and health insurance license.
• Familiarity with Office 365; preferred: Series 24, CFP.

Responsibilities

• Provide strategic leadership for the wealth management program, ensuring alignment with the credit union’s mission and member needs.
• Develop and refine the strategic vision and roadmap for the wealth management program; translate strategy into actionable initiatives.
• Lead the financial strategy, partnering with marketing and go-to strategies to maximize growth and ROI.
• Collaborate with technology and business teams to optimize platforms, systems, and tools.
• Recruit, develop, and mentor Financial Advisors to expand program capacity and performance.

Skills

Leadership in wealth mgmt

Strategic planning

Financial services experience

Team mentoring

Communication

Education

Bachelor's degree in finance or related field

Tools

Office 365

CRM systems

Financial planning software

Job description

Wellby Financial is seeking a Vice President of Wealth Management to provide strategic leadership for its financial planning, protection, and retirement programs. You will oversee advisors, drive growth, monitor KPIs, and ensure profitability while fostering a member-focused culture.

The role requires building strong partnerships across channels, leading complex initiatives, and ensuring regulatory compliance and client-centric outcomes.