Associate Wealth Advisor

5 days ago

Peachtree City, United States Delta Community Credit Union Full time

Position
Associate Wealth Advisor
Job Code-8406
req5262
Peachtree City (Wisdom Rd.)
Full Time

Job Description
Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team.

OverviewDelta Community Credit Union is looking for a lifelong learner and proven leader who thrives on helping clients take meaningful action toward achieving their financial goals. As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand each client's underlying motivations, aspirations, and financial concerns. Through this deep understanding, you will empower clients to make informed decisions and take proactive steps that align with their core values and life goals.
This role is designed for someone who excels at simplifying complex financial information, helping clients focus on what matters most. By collaborating with a team of experts, including CFAs, tax professionals, and attorneys, you will guide clients through significant life events and provide strategic financial solutions tailored to their individual needs. If you're ready to lead with integrity and take part in building the future of advice, this position offers the perfect opportunity to deliver exceptional, client-centered service in a dynamic, fast-paced environment.
Practices safety-conscious behaviors in all operational processes and procedures.
Essential Functions:* Lead clients through a discovery process that uncovers their core financial motivations and goals, asking thoughtful questions that encourage introspection and clarity.* Serve as a trusted advisor, empowering clients to take meaningful action, simplifying complex financial concepts and helping them understand the steps needed to reach their financial objectives.* Collaborate with CFAs and other financial professionals to offer personalized investment management solutions that align with the client's long-term goals, risk tolerance, and consider their tax budget to ensure a comprehensive financial strategy.* Facilitate family meetings to ensure clear communication and alignment on multigenerational wealth transfer strategies, providing guidance that encourages action and accountability.* Serve as the quarterback in collaborative discussions with tax professionals, attorneys, and banking partners, ensuring integrated and well-rounded financial advice for clients.* Drive business development and client acquisition efforts by identifying opportunities for growth, while consistently delivering superior, concierge-level customer service.* Utilize technology to streamline financial planning processes, offering clients efficient and simplified solutions to complex challenges.* Coach and guide clients through life transitions, including retirement, business succession, and estate planning, ensuring they understand their options and are confident in taking the next steps.* Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.
Other* This description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.* This job description is subject to change at any time.

This is an in branch position with no remote work option at this time..

Job Qualifications
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Required Minimum Qualifications:* Bachelor's Degree in Business, Finance, Mathematics or a related field.* 3+ years of experience in wealth management, financial planning, or a related field.* Clean U4/U5.* FINRA SIE, Series 7, and 66 licenses coupled with the Life/Accident/Sickness, Variable Products Insurance Licenses and Long-Term Care certification required within 120 days of on-boarding.* CFP (Certified Financial Planner professional) designation or completed Masters or Doctorate degree in Finance, Financial Planning, or Behavior Finance and be eligible to sit for the CFP exam.

  • Candidates that do not currently hold the CFP, but meet the education requirements, must successfully complete the exam within 6 months of on-boarding.
* Must have AIF designation or be able to acquire it within 12 months of on-boarding.* Proven ability to uncover client motivations and help them take meaningful action toward their financial goals.* Strong leadership skills with a focus on reducing financial complexity and simplifying decision-making processes for clients.* Team-oriented mindset, with experience in collaborating across disciplines to provide integrated, holistic financial solutions.* High ethical standards and a commitment to leading with integrity in all client interactions.* Proficiency in financial modeling and forecasting using planning tools such as eMoney.
Preferred Qualifications:* Experience leading family meetings, multigenerational financial planning, and driving client-focused growth strategies.* Experience delivering financial education content in-person or virtually
Benefits of Working at Delta Community Credit UnionAt Delta Community Credit Union, we are committed to fostering a supportive, growth-oriented work environment where you can make a lasting impact on clients' lives. Benefits include:* Greater Atlanta Best Place to Work Finalist, for the 10th year in a row.* Competitive Compensation: A strong earning potential with a performance-based compensation model.* Best in Class Comprehensive Benefits Package: Health, dental, vision, and life insurance to support your overall well-being.* 401(k) Retirement Plan with Employer Match: We invest in your future with a robust retirement savings plan.* Professional Development Opportunities: Access to ongoing training, education reimbursements, and career growth paths.* Work-Life Balance: Flexible work schedules and paid time off to help you maintain a healthy balance between work and personal life.* Collaborative, Inclusive Culture: Work in a team-oriented environment that values diversity, inclusion, and integrity.
Join Delta Community Retirement & Investment Services and help empower clients to take charge of their financial future. This is an opportunity to lead with integrity, simplify financial strategies, and guide clients toward making confident, informed decisions that align with what matters most to them.
Employee benefits include:
*Medical, Dental and Vision Coverage
*Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
*Supplemental Insurance or Voluntary Insurance
*401(k) Plan with Company Match
*Vacation, Holidays and Personal Time Off
*Paid Maternity and Paternity Leave
*Pre-tax Health and Dependent Care Spending Accounts
*Benefit Choice Program
*Health Reward Dollars
*Discount on Gym Reimbursement and Identity Theft Programs
*Legal Services

PDN-9d87fc31-3ea6-4cdd-b288-31febd58f1b7

  • Wealth Advisor

    2 weeks ago

    Peachtree City, United States Delta Community Credit Union Full time

    PositionWealth AdvisorJob Code-8447req5261 Peachtree City (Wisdom Rd.)Full TimeJob DescriptionCreate your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta...

  • Lead Advisor | Associate Financial Representative | new york city, ny

    3 weeks ago

    new york city, United States Lead Advisor Full time

    Lead Advisor is a wealth management consulting and search firm specializing in wealth management. This role is for one of our clients in Midtown Manhattan. To view other open roles, visit jobs.lead-advisor.comAssociate Financial Representative- (Insurance Operations Focused)Our client, an award winning wealth management and financial planning practice in...

  • Senior Wealth Advisor

    3 weeks ago

    Oklahoma City, OK, United States TCG Group Holdings LLP Full time

    Job details Here’s how the job details align with yourprofile . Job type Full-time   Full job description We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor. TCG Advisors is a leading RIA in Private Wealth and Institutional business. TCG can help Advisors grow with Private Wealth, Retirement Plans,...

  • Private Wealth Associate

    1 month ago

    Oklahoma City, United States BOK Financial Full time

    Req ID: 75721 Location: Oklahoma City -OKC Areas of Interest: Wealth Management; Investment Management; Project Management Pay Transparency Salary Range: Not Available Application Deadline: 11/22/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...

  • Private Wealth Associate

    3 weeks ago

    Iowa City, United States MidWestOne Full time

    Overview: At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no...

  • Retirement and Wealth Management Advisor

    2 weeks ago

    Panama City Beach, Florida, United States Horace Mann Full time

    Earn Unlimited Income PotentialIn this exciting opportunity, you'll have the chance to earn a salary between $60,000 - $100,000 annually, plus commissions, incentive bonuses, and trailers. Your primary responsibility will be to retain and grow Horace Mann's Life, Retirement, and Wealth Management business by leading marketing events at various worksites....

  • Career Opportunities in Wealth Management

    4 weeks ago

    Peachtree Corners, Georgia, United States The Piedmont Group Full time

    We are seeking a skilled Financial Advisor to join our wealth management team at The Piedmont Group's Peachtree Corners office.About the RoleThis is an exciting opportunity for a motivated individual to develop customized financial plans and establish strong relationships with new clients as their trusted advisor.Design and implement tailored financial plans...

  • Senior Regional Manager, Schwab Wealth Advisory

    5 months ago

    New City, United States Charles Schwab Full time

    Position Type: RegularYour opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

  • Financial Advisor

    1 month ago

    new york city, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Financial Advisor

    1 month ago

    new york city, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Assistant General Counsel, Private Wealth

    2 months ago

    new york city, United States The PeterSan Group and PeterSan Legal Staffing Full time

    We represent a private investment manager looking to hire an Assistant General Counsel to support their Private Wealth business.The ideal candidate will have 5+ years of experience in private wealth legal and compliance issues. Responsibilities:-Provide strategic advice on legal and regulatory issues affecting the Private Wealth business including advising...

  • Seasonal Beauty Advisor

    2 months ago

    Peachtree City, United States Ulta Beauty Full time

    Ulta Beauty - 202 Line Creek Dr [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend additional...

  • Client Services Associate

    4 weeks ago

    Oklahoma City, United States Boutique Recruiting Full time

    Onsite A leading investment advisory firm based in Oklahoma City, OK, is searching for an exceptional and dedicated Client Services Associate to join their team! This position works closely with Wealth Management Advisors to assist with the wealth management and financial planning needs of high-net-worth clients. The Client Services Associate will be...

  • Wealth Management Solutions, Product Analyst

    3 weeks ago

    Jersey City, NJ, United States JP Morgan Chase Full time

    Join the global financial giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing comprehensive financial services to a diverse clientele. As part of the Investment Solutions team, you'll manage the onboarding and handling of traditional investments across our U.S. Private Bank, Chase Wealth Management, and J.P. Morgan...

  • Wealth Management, Life Insurance Specialist, Executive Director

    3 weeks ago

    City of Daşşak, NY, United States JPMorgan Chase & Co. Full time

    The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer, and income planning needs around the Goals Based Advice Framework and is responsible for covering an assigned geographic territory. The candidate will be familiar with the life insurance...

  • Wealth Operations Associate

    1 week ago

    Jefferson City, United States Central Bancompany Full time

    The Wealth Operations Associate is a full-time position with Central Trust Company. The ideal candidate for this position performs a wide range of duties and interacts with other Central Trust Company staff to efficiently support the account maintenance, funds movement and reporting of the company. This position reports directly to the Operations...

  • Senior Securities Specialist

    2 months ago

    Kansas City, United States Commerce Bank Full time

    About Working at CommercePlease read the following job description thoroughly to ensure you are the right fit for this role before applying.Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our...

  • Senior Securities Specialist

    2 months ago

    Kansas City, United States Commerce Bank Full time

    About Working at CommerceBuilding a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work...

  • J.P. Morgan Wealth Management

    3 weeks ago

    Jersey City, NJ, United States JP Morgan Chase Full time

    The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...

  • Investment Services Coordinator

    24 hours ago

    League City, Texas, United States Atria Wealth Solutions Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team in the Galveston, League City, and Houston areas. As a key member of our team, you will be responsible for providing personalized investment advice and services to our clients, ensuring they receive expert guidance on managing their wealth effectively.ResponsibilitiesOur ideal...