Wealth Advisor

Position

Wealth Advisor

Job Code-8447

req5261

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.

Overview

As a senior member of Delta Community Retirement & Investment Services' Advisory Services Team, the Wealth Advisor will take on a mentorship role, driving the success of the practice and delivering

comprehensive, high-level wealth management and financial planning services to a growing clientele. You will serve as a trusted senior advisor to high-net-worth individuals and families, developing tailored strategies that align with long-term financial objectives, risk management needs, and tax considerations.

In this advanced role, the Wealth Advisor will lead collaborative engagements with internal and external professionals, including CFAs, tax advisors, and estate planning attorneys. You will guide clients through life's

most significant transitions, offering expert advice that empowers them to make informed financial decisions. Additionally, the Wealth Advisor will play a key role in business development , client acquisition, and mentoring developing advisors , helping shape the future of the Advisory Services Team.

This position is ideal for a proven leader and lifelong learner who excels at simplifying complex financial scenarios, is committed to reducing uncertainty for clients, and can provide actionable insights that encourage clients to take charge of their financial future.

Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions :

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

Other

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 :

Preferred Qualifications :

Benefits of Working at Delta Community Credit Union

At Delta Community Credit Union, we believe in supporting the growth and success of our team. Benefits include :

If you are a seasoned financial professional passionate about helping clients achieve financial independence, while mentoring the next generation of advisors and contributing to the growth of Delta Community Retirement & Investment Services, we encourage you to apply.

Employee benefits include :

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