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

• Serve as the primary relationship manager for high-net-worth clients, offering strategic advice and comprehensive wealth management services that address their unique goals and financial complexities.
• Lead clients through the discovery process to uncover deep motivations, long-term objectives, and legacy aspirations, tailoring financial strategies that align with what matters most.
• Collaborate with CFAs and other financial advocates to design personalized investment management solutions that align with clients' long-term goals, risk tolerance, and tax considerations.
• Facilitate and lead family meetings, guiding multigenerational financial planning and wealth transfer discussions, ensuring all family members are united and empowered to make informed decisions.
• Act as a quarterback for collaborative discussions with external partners such as tax professionals, attorneys, and banking professionals, ensuring seamless, well-rounded financial planning services.
• Drive business development and client growth strategies by leveraging your network, identifying new opportunities, and maintaining a proactive approach to client acquisition.
• Mentor developing advisors, providing guidance and leadership to help them grow within the Advisory Services Team.
• Stay at the forefront of financial planning trends and tools, integrating technology solutions to enhance the client experience and improve practice efficiency.
• Coach clients through significant life transitions—such as retirement, estate planning, or business succession—ensuring they have the knowledge and confidence to take decisive action.

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.
• Bachelor’s Degree in Business, Finance, Mathematics or a related field.
• 5+ years of experience in wealth management, financial planning, or a related field.
• 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.
• AIF® designation or be able to acquire it within 12 months of on-boarding.
• 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.
• Proven track record of working with high-net-worth clients and managing complex financial relationships.
• Deep understanding of financial planning, investment management, tax planning, and estate planning strategies.
• Experience collaborating with professionals across multiple disciplines (CFAs, attorneys, tax professionals).
• Excellent communication, interpersonal, and relationship-building skills.
• 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

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

Skills

• Strong leadership skills, with experience in coaching and mentoring developing advisors.
• Experience managing a book of business exceeding $100 million in assets.
• Proven success in business development and client acquisition.
• Experience leading family wealth planning and multigenerational financial discussions.

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.
• 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.