Delta Community Credit Union · 19 hours ago
Wealth Advisor
Duluth, GA
Full-time
Onsite
Senior Level
5+ years expDelta Community Credit Union is dedicated to excellence and community service, seeking a Wealth Advisor to join their Advisory Services Team. The Wealth Advisor will mentor developing advisors and provide high-level wealth management and financial planning services to high-net-worth clients, helping them navigate significant financial transitions and achieve their long-term objectives.
BankingFinanceFinancial ServicesInsurance
No H1B
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
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations
Qualification
Required
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
Must have 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
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations
Preferred
CPA license and/or JD
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
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.
Access to ongoing training, education reimbursements, and career growth paths.
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.
Medical, Dental and Vision Coverage
Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
Supplemental Insurance or Voluntary Insurance
401(k) Plan with Company Match
Vacation, Holidays and Personal Time Off
Paid Maternity and Paternity Leave
Pre-tax Health and Dependent Care Spending Accounts
Benefit Choice Program
Health Reward Dollars
Discount on Gym Reimbursement and Identity Theft Programs
Legal Services
Company
Delta Community Credit Union
Delta Community Credit Union is a finance company that focuses on auto and home loans, personal, business, investment and insurance plans.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Hank Halter
Chief Executive Officer
Abdul Hussain
Vice President & Chief Information Security Officer (CISO)
Recent News
2026-01-03
2025-10-09
2025-09-17
Company data provided by crunchbase