Associate Wealth Advisor

Associate Wealth Advisor

Position: Associate Wealth Advisor Job Code-8406 req5796 Peachtree City (Wisdom Rd) Full Time

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

Delta Community Credit Union is looking for a lifelong learner and proven leader who thrives on helping clients take meaningful action toward achieving their financial goals. As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand each client's underlying motivations, aspirations, and financial concerns. Through this deep understanding, you will empower clients to make informed decisions and take proactive steps that align with their core values and life goals. This role is designed for someone who excels at simplifying complex financial information, helping clients focus on what matters most. By collaborating with a team of experts, including CFAs, tax professionals, and attorneys, you will guide clients through significant life events and provide strategic financial solutions tailored to their individual needs. If you're ready to lead with integrity and take part in building the future of advice, this position offers the perfect opportunity to deliver exceptional, client-centered service in a dynamic, fast-paced environment.

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

Essential Functions:

• Lead clients through a discovery process that uncovers their core financial motivations and goals, asking thoughtful questions that encourage introspection and clarity.
• Serve as a trusted advisor, empowering clients to take meaningful action, simplifying complex financial concepts and helping them understand the steps needed to reach their financial objectives.
• Collaborate with CFAs and other financial professionals to offer personalized investment management solutions that align with the client's long-term goals, risk tolerance, and consider their tax budget to ensure a comprehensive financial strategy.
• Facilitate family meetings to ensure clear communication and alignment on multigenerational wealth transfer strategies, providing guidance that encourages action and accountability.
• Serve as the quarterback in collaborative discussions with tax professionals, attorneys, and banking partners, ensuring integrated and well-rounded financial advice for clients.
• Drive business development and client acquisition efforts by identifying opportunities for growth, while consistently delivering superior, concierge-level customer service.
• Utilize technology to streamline financial planning processes, offering clients efficient and simplified solutions to complex challenges.
• Coach and guide clients through life transitions, including retirement, business succession, and estate planning, ensuring they understand their options and are confident in taking the next steps.
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

Other

This description reflects management's assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned. This job description is subject to change at any time.

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:

• Bachelor's degree in business, finance, mathematics or a related field.
• 3+ years of experience in wealth management, financial planning, or a related field.
• Clean U4/U5.
• 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.
• 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.
• Proven ability to uncover client motivations and help them take meaningful action toward their financial goals.
• Strong leadership skills with a focus on reducing financial complexity and simplifying decision-making processes for clients.
• Team-oriented mindset, with experience in collaborating across disciplines to provide integrated, holistic financial solutions.
• 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.

Preferred Qualifications:

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

Benefits of Working at Delta Community Credit Union

At Delta Community Credit Union, we are committed to fostering a supportive, growth-oriented work environment where you can make a lasting impact on clients' lives. Benefits include:

• Greater Atlanta Best Place to Work Finalist, for the 10th year in a row.
• Competitive Compensation: A strong earning potential with a performance-based compensation model.
• Best in Class Comprehensive Benefits Package: 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.
• Professional Development Opportunities: Access to ongoing training, education reimbursements, and career growth paths.
• Work-Life Balance: 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.

Join Delta Community Retirement & Investment Services and help empower clients to take charge of their financial future. This is an opportunity to lead with integrity, simplify financial strategies, and guide clients toward making confident, informed decisions that align with what matters most to them.

Employee benefits include: 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