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Associate Wealth Advisor - Client Growth & Planning

Delta Community Credit Union

Delta Community Credit Union in Peachtree City seeks an Associate Wealth Advisor to guide clients in achieving financial goals. This position requires a bachelor's degree, CFP® eligibility, and 3+ years in wealth management. Responsibilities include leading discovery processes for clients, simplifying financial information, and collaborating with experts. The role is in-branch with no remote options. Delta Community offers competitive compensation, comprehensive benefits, and a collaborative work culture. #J-18808-Ljbffr Delta Community Credit Union

Vacancy posted 1 day ago
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