Associate Wealth Advisor

About the role

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!

Responsibilities

• 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.
• 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.
• Comply with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

Requirements

• 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.

Qualifications

• Master's degree in finance, economics, business or related field.
• Experience leading family meetings, multigenerational financial planning, and driving client-focused growth strategies.
• Experience delivering financial education content in-person or virtually.

Skills

• Financial modeling and forecasting.
• Collaboration with cross-functional teams.
• Client relationship management.
• Financial planning and investment management.
• Life and estate planning.

Benefits

• 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.
• Flexible Work Schedules and Paid Time Off: 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.