What are the responsibilities and job description for the Manager - Wealth Advisors position at CommunityAmerica Credit Union?
Summary
Copper Financial (“Copper”) is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency. We offer a comprehensive range of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we prioritize meeting our members’ unique needs at every stage of their financial journey.
We are seeking a Manager - Wealth Advisors to lead and inspire our team of Wealth Advisors within CommunityAmerica Credit Union branch locations. This role involves close collaboration with the Vice President - Wealth Management and President – Copper Financial to enhance the performance of our Wealth Advisors and drive the strategic growth of the company. This role will report to the Vice President – Wealth Management. Key responsibilities include designing and implementing revenue-driving initiatives in partnership with the broader credit union, developing talent through recruiting targeted advisor training, and fostering strong relationships within the team.
Duties & Responsibilities
- Relationship Building: Establish and nurture essential working relationships with Wealth Advisors.
- Performance Management: Enforce sales goals through effective systems of measurement and oversight.
- Team Leadership: Recruit, train, motivate, and oversee the daily activities of Wealth Advisors, providing proactive guidance and support to ensure the team meets performance expectations.
- Talent Development: Partner with branch leadership to identify and develop new and emerging talent through a structured sales training program, ensuring a robust pipeline of future wealth management advisors.
- Technology Integration: Collaborate with IT personnel to improve technology and services, acting as a liaison between IT and Wealth Advisors.
- Program Enhancement: Enhance our branch referral program and tracking system and implement a structured credit union staff training program.
- Community Engagement: Attend credit union functions, conferences, and other community meetings to promote the interests of CommunityAmerica Credit Union’s wealth management offering.
Requirements
- Education & Experience: Bachelor’s degree with a minimum of 2 years of management experience and at least 5 years in the field of investments.
- Licenses: Series 7 and 66 (or equivalent), and Life and Health insurance licenses required.
- Leadership Skills: Exceptional leadership and coaching skills, with a proven track record of developing and motivating high-performing teams.
- Industry Knowledge: Proven experience in sales management within the financial services industry, with a strong understanding of wealth management and credit union operations.
- Communication Skills: Excellent communication skills to build strong relationships with internal and external stakeholders.
- Strategic Thinking: Strong strategic thinking and analytical abilities to drive revenue growth and optimize program performance.
- Bonding: Must be able to be bonded.
