Wealth Advisor
Mountain America Credit Union
- # Wealth AdvisorApply: Phoenix, AZ: Full time: Posted Today: R20674# **Please reference the schedule and minimum qualifications listed below before applying.**If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at View phone number on click.appcast.io option 1 or email View email address on click.appcast.io and every reasonable effort will be made to accommodate your needs in a timely manner.# **Job Summary**As a member of Mountain America’s wealth management team, you will collaborate with MACU branches and with a third-party broker dealer to provide comprehensive wealth management solutions to our members. This role is pivotal in delivering personalized financial guidance, enhancing member relationships, and assisting them with defining and achieving their financial dreams.# **Job Description**The Wealth Advisor II role is responsible for supporting 2 or more Mountain America branches and for showing proficiency in the following areas:* Member Engagement: Maintain and deepen long-term relationships with credit union members, understanding their financial needs, goals, and risk tolerance. This calls for periodic reviews and providing education to members. Document all interactions within a CRM system and follow up promptly on all member inquiries. Financial Planning: Develop comprehensive plans that align with members' objectives, including retirement planning, education funding, tax considerations, estate planning, and insurance needs. Acting in a fiduciary capacity, make product recommendations to improve the financial situations of members and monitor for changes as needed.* Sales and Business Development: Identify opportunities to grow the wealth management program and the overall credit union, including cross-selling credit union products and services and generating referrals. Maintain productive relationships with the branches you serve and educate branch partners on wealth management principles to encourage branch referrals.* Compliance: Adhere to all regulatory requirements and ethical standards, maintaining a high level of professionalism and integrity in all member interactions.* Maintain accurate and up-to-date records of member interactions and financial plans in accordance with compliance and broker dealer requirements.* Growth and Development: Continually enhance skills and stay updated on industry trends to provide cutting-edge financial advice and solutions.**KNOWLEDGE, SKILLS, and ABILITIES**The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.**Experience**Minimum of 3 years of relevant experience or completion of an accredited college program.**Education**An bachelor’s degree from an accredited institution, or enrollment in an accredited college program, or 3 years in a related field**Licenses/Certifications**Required: SIE (Securities Industry Essentials), Life Insurance, Series 7, and Series 63 & 65 (or 66 in place of 63 & 65). Certificates such as an MBA, CFP, RICP, CHLU or CHFC preferred**Computer/Office Equipment Skills**Advanced Microsoft Office Suite, Outlook, ability to learn applicable software required for role.**Managerial Responsibility**Has no managerial/ supervisory responsibilities.**Language Skills**Must have the ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of employees, members, or clients.**Other Skills and Abilities**Experience providing investment guidance and advice to members.Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards.Degrees and/or certificates such as an MBA, CFP, CHLU or CHFC.Proven leadership in regards to training and developing lesser experienced staff members and Licensed Branch Employees. Proven history of consistently exceeding annual goals. Ability to effectively communicate and coach while responding to all member inquiries in an efficient manner. Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. Thorough understanding of economic principles and compliance standards. Ability to multi-task many high priority tasks.**PHYSICAL ABILITIES / AND WORKING CONDITIONS****Physical Demands**Occasionally reaches with hands and arms, climbs or balances, tastes or smells. Frequently Stands, walks, uses hands to handle or feel, talks and sits.**Vision Requirements**Depth perception and the ability to adjust focus, close vision, distance vision, color vision, and peripheral visual acuity is required**Weight Lifted or Force Exerted**Frequently lifts up to 25 pounds, occasionally lists up to 50 pounds.**Environmental**Office type work environment**Noise Environment**Moderate noise level*\\*\\*\\*This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.\\*\\*\\**
- J-18808-Ljbffr Mountain America Credit Union
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Brooklyn, NY vacancy
- ...Description Job Summary The Wealth Advisor builds and maintains strong relationships with high-net-worth clients and their families through comprehensive financial planning, progressive investment strategies, and personalized service. This role analyzes each client’s...SuggestedWork at officeRemote workWeekend workAfternoon shift
UFCU Financial Services, LLC
Brooklyn, NY4 days ago - ...Bank of America’s Merrill Wealth Management is hiring for an Advisor Development program focused on high-net-worth clients and growth through prospecting and referrals. The role requires Series 7/66 licenses, solid investments knowledge, and the ability to balance growth...Suggested
National Black MBA Association
Brooklyn, NY22 hours ago $50 - $60 per hour
...Wealth Advisor Role at DataAnnotation. We are looking for a Wealth Advisor to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will...SuggestedHourly payFull timeContract workPart timeRemote workDataAnnotation
Brooklyn, NY2 days ago$60k - $170k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their...SuggestedTemporary workWork at officeImmediate startFlexible hoursEP Wealth Advisors
Brooklyn, NY4 days ago$140k - $160k
...Position Summary The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving...SuggestedTemporary workLocal areaFlexible hoursCerity Partners
Brooklyn, NY2 days ago- ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area
- ...first year of building a book of business takes. The Role Junior Advisors do the real work of becoming an advisor from day one — with the... ...is a mindset before it is a rule About Infinitus Infinitus Wealth Management is a fee-only, independent fiduciary firm on Music Row...For contractorsWork at office
$100k
## Private Wealth AdvisorApply: New York: Full time: Posted Yesterday: JR7388**“I can be myself at work.”**You are more than a job title... ...skills and learn new ones**“I can succeed as a Private Wealth Advisor at Capital Group.”**As a Private Wealth Advisor on our Private...Full timeTemporary workLocal areaFlexible hours$60k - $145k
...you or promote you, based on your willingness to embrace change. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to...Temporary workFlexible hours- ## Wealth AdvisorApply: Winter Park - Winter Park, FL: Pineloch - Orlando, FL: Downtown South Orlando - Orlando, FL: Full time: Posted... ...logging into your account.**JOB FUNCTION / SUMMARY:**Wealth Advisors are responsible for developing comprehensive, integrated, multigenerational...Full timeLocal area
$90k - $180k
Application Deadline: 10/30/2026 Address: 114 W First Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client...Part timeLocal area- ...fulfilling lives without being pressured to “sell” products? At Novi Wealth Partners, we believe in delivering life-changing advice through... ...of our client work. We are seeking a Senior Associate Wealth Advisor with a strong foundation in financial planning. Someone who...Flexible hours
- ...through customized financial strategies that protect and grow their wealth. Engage with clients to understand their unique financial goals... ...Build and nurture long‑term relationships, becoming a trusted advisor in clients' financial journeys. Collaborate with colleagues to...Work at office
Opchamber
Brooklyn, NY1 day ago - By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance...Work at office
Sedgwick Claims Management Services
Brooklyn, NY2 days ago - About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
Modern Woodmen
Brooklyn, NY3 days ago - Des Moines Des Moines Orthopaedics - Des Moines 1301 Penn Avenue, Suite 213 Des Moines, IA 50316, USA Des Moines Des Moines Orthopaedics - Des Moines 1301 Penn Avenue, Suite 213 Des Moines, IA 50316, USA Our revenue cycle department is looking for a Financial Counselor...Full timeWork at officeMonday to Friday
DMOS
Brooklyn, NY3 days ago $100k - $130k
...the financial analysis for the product categories within Products & Healthcare Services (P&HS), and is a key business partner and advisor to cross-functional leadership (including Finance, Marketing, Sales / Commercial, Accounting, and BU leaders), providing guidance and...Full timeTemporary workLocal areaRemote workWorldwideHalyard Health
Brooklyn, NY2 days ago- Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours per week. Education/Experience...Full timeWork at office
Harbor Brand
Brooklyn, NY2 days ago - ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make...
WealthBridge Financial Group
Brooklyn, NY22 hours ago - Responsibilities Join us in helping others rediscover their “hope.” Since our establishment in 2011, we have been dedicated to providing exceptional and specialized mental health and addiction treatment in a nurturing and supportive environment. Together, we will work ...Full timeWork at officeLocal areaMonday to FridayWeekend work
Universal Hospital Services
Brooklyn, NY22 hours ago - ...Origin is reimagining wealth management by making it accessible and affordable to all. Today, money is the #1 source of stress - more than jobs, health, and relationships combined. That stress is exacerbated in the current economic environment, which is presenting...Hourly payPart timeRemote workFlexible hours
Origin
Brooklyn, NY1 day ago - The Financial Aid and Veterans Affairs Counselor position is responsible for providing counseling services related to student financial aid and veterans affairs to students and their families; processing financial aid and VA paperwork; disseminating information regarding...Full timePart timeLocal areaImmediate start
Troy University
Brooklyn, NY1 day ago - Financial Aid Counselor page is loaded## Financial Aid Counselorlocations: Hammond, Latime type: Full timeposted on: Posted 2 Days Agotime left to apply: End Date: September 29, 2026 (12 days left to apply)job requisition id: R-2572## Thank you for your interest in employment...Work at office
South Eastern
Brooklyn, NY2 days ago - Responsibilities Texas NeuroRehab Center is a specialized treatment facility located ten minutes from downtown Austin on 67 wooded acres. Originally a cattle ranch, the land was purchased in 1943 as part of The Brown Schools and has operated as a medical rehabilitation...Contract workLocal areaFlexible hours
Texas NeuroRehab
Brooklyn, NY3 days ago $100k - $145k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives... ...visit Our Lacey office in Washington is looking for a Financial Advisor working as part of an advisory team to help clients achieve...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Brooklyn, NY4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Jersey City, NJ22 hours ago- Contentnea Health is a Community Health Center providing comprehensive medical, dental and behavioral health services for members of our communities in Greene, Pitt and Pamlico counties in eastern North Carolina. Job Summary Performs the quality control function for patient...Work at officeImmediate start
Greene County Health Care
Brooklyn, NY4 days ago - ...St Paul's School of Nursing in Staten Island, NY, is seeking an energetic and highly motivated Advisor for its Financial Aid Department . If you possess a desire to help others succeed, this is an opportunity for you to positively impact the li ves and careers of our students...Full timeWork at officeAfternoon shift
Fortis College
Brooklyn, NY8 hours ago - Job Description: Financial Counselor Financial Counselor Job Summary: The Financial Counselor will work directly with and on behalf of any patient that requires assistance with payment plans, charity applications, insurance and/or any related billing/balance questions,...Full timeContract workTemporary workLocal areaMonday to FridayShift work
McPherson Center for Health
Brooklyn, NY3 days ago $29.47 per hour
..., and/or work-study awards. Responsibilities The Financial Aid Advisor uses professional financial aid concepts applied to a limited number... ...In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits...Hourly paySeasonal workWork at officeLocal areaNight shiftUCI group
Brooklyn, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
Related searches
- associate corporate finance Brooklyn, NY
- financial associate Brooklyn, NY
- financial advisor training program Brooklyn, NY
- estate planning consultant Brooklyn, NY
- private wealth advisor Brooklyn, NY
- financial advisor Brooklyn, NY
- financial planner Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- financial counselor Brooklyn, NY
- financial planning assistant Brooklyn, NY