Wealth Advisor

Delta Community Credit Union • Atlanta, GA

3d • Onsite

About The Position

The Wealth Advisor is a senior member of Delta Community Retirement & Investment Services’ Advisory Services Team. This role provides comprehensive, high-level wealth management and financial planning services to high-net-worth individuals and families, serves as a trusted senior advisor, and takes on a mentorship role to support the success of the practice. The advisor develops tailored strategies aligned with clients’ long-term financial objectives, risk management needs, and tax considerations, and guides clients through significant financial and life transitions.

The Wealth Advisor leads collaborative engagements with internal and external professionals, including CFAs, tax advisors, estate planning attorneys, and banking professionals. The role also contributes to business development and client acquisition, mentors developing advisors, and helps shape the future of the Advisory Services Team. The position is in branch, with no remote-work option at this time. The advisor is expected to follow safety-conscious practices and comply 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 5 years of experience in wealth management, financial planning, or a related field.
• 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.
• 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.
• Proven track record 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, including CFAs, attorneys, and tax professionals.
• Excellent communication, interpersonal, and relationship-building skills.
• High ethical standards and commitment to integrity in client interactions.
• Proficiency in financial modeling and forecasting using planning tools such as eMoney.
• Legal authorization to work in the United States without current or future employer sponsorship.
• Compliance with Credit Union policies and procedures, including those related to Bank Secrecy Act regulations.

Nice To Haves

• CPA license and/or JD.
• Leadership experience, including 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.

Responsibilities

• Serve as the primary relationship manager for high-net-worth clients, providing strategic advice and comprehensive wealth management services.
• Lead client discovery to understand motivations, long-term objectives, and legacy aspirations, and tailor financial strategies accordingly.
• Collaborate with CFAs and other financial advocates to develop personalized investment management solutions aligned with clients’ goals, risk tolerance, and tax considerations.
• Facilitate family meetings and multigenerational financial planning and wealth-transfer discussions.
• Lead collaborative discussions with external partners such as tax professionals, attorneys, and banking professionals to deliver coordinated financial planning services.
• Drive business development and client growth by leveraging networks, identifying opportunities, and pursuing client acquisition.
• Mentor and guide developing advisors on the Advisory Services Team.
• Keep current with financial planning trends and tools and integrate technology solutions to improve the client experience and practice efficiency.
• Coach clients through significant life transitions, including retirement, estate planning, and business succession.
• Comply with Credit Union policies and procedures, including those related to Bank Secrecy Act regulations, and practice safety-conscious behaviors.

Benefits

• Competitive compensation with performance-based compensation.
• Health, dental, vision, and life insurance.
• 401(k) retirement plan with employer match.
• Professional development opportunities, including ongoing training, education reimbursements, and career growth paths.
• 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: Senior