Associate Wealth Advisor

Delta Community Credit Union • Atlanta, GA

8d • Onsite

About The Position

Delta Community Credit Union is seeking a lifelong learner and proven leader who helps clients take meaningful action toward their financial goals. The Associate Wealth Advisor uses a discovery-driven process to understand clients’ motivations, aspirations, and financial concerns, then simplifies complex financial information so clients can make informed decisions aligned with their values and life goals.

The advisor collaborates with CFAs, tax professionals, attorneys, and banking partners to provide personalized, integrated financial advice. The role includes guiding clients through significant life events such as retirement, business succession, and estate planning, and providing concierge-level service in a dynamic, fast-paced environment. This is an in-branch position with no remote work option at this time. The position also requires safety-conscious practices and compliance with Credit Union policies and procedures, including Bank Secrecy Act regulations.

Requirements

• Bachelor’s degree in business, finance, mathematics, or a related field.
• At least 3 years of experience in wealth management, financial planning, or a related field.
• Clean U4/U5.
• FINRA SIE, Series 7, and Series 66 licenses, plus Life/Accident/Sickness and Variable Products Insurance Licenses and Long-Term Care certification, required within 120 days of onboarding.
• CFP® designation, or a completed master’s or doctorate degree in finance, financial planning, or behavioral finance and eligibility to sit for the CFP® exam. Candidates who meet the education requirements but do not hold the CFP® must pass the exam within 6 months of onboarding.
• AIF® designation, or ability to acquire it within 12 months of onboarding.
• Proven ability to uncover client motivations and help clients take meaningful action toward their financial goals.
• Strong leadership skills and ability to reduce financial complexity and simplify client decision-making.
• Team-oriented mindset and experience collaborating across disciplines to provide integrated, holistic financial solutions.
• High ethical standards and commitment to integrity in client interactions.
• Proficiency in financial modeling and forecasting using planning tools such as eMoney.
• Legally authorized to work in the United States without employer sponsorship now or in the future.

Nice To Haves

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

Responsibilities

• Lead clients through a discovery process to uncover their core financial motivations and goals, using thoughtful questions to encourage introspection and clarity.
• Serve as a trusted advisor, simplifying complex financial concepts and empowering clients to take meaningful steps toward their financial objectives.
• Collaborate with CFAs and other financial professionals to provide personalized investment management solutions aligned with clients’ long-term goals and risk tolerance, while considering their tax budget.
• Facilitate family meetings to support clear communication and alignment on multigenerational wealth transfer strategies, and encourage action and accountability.
• Lead collaborative discussions with tax professionals, attorneys, and banking partners to provide integrated financial advice.
• Drive business development and client acquisition by identifying growth opportunities and delivering concierge-level customer service.
• Use technology to streamline financial planning and provide efficient, simplified solutions.
• Coach clients through life transitions, including retirement, business succession, and estate planning, and help them understand their options and next steps.
• Follow Credit Union policies and procedures, including those related to Bank Secrecy Act regulations.
• Practice safety-conscious behaviors in operational processes and procedures.

Benefits

• Competitive compensation with performance-based earning potential.
• Health, dental, vision, and life insurance.
• 401(k) retirement plan with employer match.
• Ongoing training, education reimbursements, and career growth opportunities.
• Flexible work schedules and paid time off.
• Collaborative, inclusive, team-oriented culture that values diversity, inclusion, and integrity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level