Wealth Management Program Lead: Grow AUM & Coach Team

Fortera Credit Union; Clarksville (TN); On-site; USD 133,000 - 165,000; Full time

Job summary

Fortera Credit Union is seeking a Wealth Management Program Manager in Clarksville, TN to lead a team of 3–5 Financial Advisors while maintaining personal production. The role combines advisory leadership with client-focused sales growth in a regulatory-compliant environment.

The position requires a finance-related bachelor's degree, relevant licenses, and strong skills in leadership, coaching, and strategic planning to build member relationships and expand assets under management.

Qualifications

• Bachelor's degree in Finance, Business, or related field required with senior-level experience.
• Master's degree preferred; CFA/ChFC certifications highly regarded.
• Licensing for securities and insurance required or obtainable within 12 months.

Responsibilities

• Lead a team of 3–5 Financial Advisors and drive sales growth.
• Set and manage sales goals for AUM, new accounts, and revenue.
• Monitor pipeline activity; provide coaching and performance feedback.
• Recruit, onboard, and conduct reviews for advisors.
• Maintain active client relationships while managing duties as a producing manager.

Skills

Sales skills

Leadership

Coaching

Communication

Financial planning knowledge

Education

Bachelor's degree in Finance or related field

Master's degree in Finance/Business

CFA

ChFC

Tools

MS Office

Financial planning software

Job description

Fortera Credit Union is seeking a Wealth Management Program Manager in Clarksville, TN to lead a team of 3–5 Financial Advisors while maintaining personal production. The role combines advisory leadership with client-focused sales growth in a regulatory-compliant environment.

The position requires a finance-related bachelor's degree, relevant licenses, and strong skills in leadership, coaching, and strategic planning to build member relationships and expand assets under management.