REV Federal Credit Union · 1 day ago
Wealth Advisor
Wilmington, NC
Full-time
Onsite
Senior Level
5+ years expREV Federal Credit Union is dedicated to providing exceptional financial services to its members. The Wealth Advisor is responsible for offering comprehensive wealth management and financial planning services, building long-term advisory relationships, and ensuring compliance with regulatory requirements.
FinanceFinancial ServicesNon Profit
Responsibilities
Serves as the primary wealth advisor for assigned members, providing holistic financial planning and investment guidance
Builds and deepens long-term advisory relationships through regular reviews, proactive outreach, and ongoing financial education
Conducts needs-based consultations to understand member goals related to retirement, investments, insurance, and overall wealth strategy
Provides guidance on asset allocation, risk management, asset growth planning, and income planning in retirement
Responds to member inquiries related to account positions, withdrawals, and fund transfers in a timely and professional manner
Ensures a consistent, high-quality advisory experience across all member interactions
Recommends and manages investment solutions in alignment with member objectives, risk tolerance, and regulatory requirements
Monitors portfolio performance and market conditions, adjusting strategies as appropriate
Provides clear explanations of investment concepts, risks, and performance in an easy-to-understand manner
Utilizes an open product platform and approved third-party partners to support effective portfolio construction
Maintains accurate documentation of recommendations, transactions, and ongoing portfolio activity
Develops new advisory relationships through branch referrals, internal partnerships, and personal marketing efforts
Grows book of business through asset consolidation, networking, asset growth, and member referrals
Participates in community involvement activities including employer groups, HOA meetings, chambers of commerce, and similar outreach
Partners with branch and leadership teams to expand REV’s wealth management presence in North Carolina
Ensures all advisory activities comply with FINRA, Cetera, and REV policies, procedures, and regulatory requirements
Maintains required documentation to support suitability, disclosures, and supervisory review
Keeps all licenses, registrations, and continuing education requirements current
Identifies and escalates potential compliance or risk concerns to leadership as appropriate
Participates in audits, exams, and internal reviews, maintaining files in a ready state
Builds strong working relationships with branch staff, leadership, and internal partners
Serves as a trusted resource for internal teams regarding wealth management solutions and member suitability
Demonstrates initiative, professionalism, and adaptability within a collaborative advisory environment
Assumes responsibility for related duties as required or assigned
Qualification
Required
Bachelor's Degree in Finance, Business, or related field preferred; or equivalent combination of education and experience
Minimum five (5) years of experience in wealth management, financial advisory, or investment services
Active and valid FINRA Series 7 license required
Active and valid Series 66 license or Series 63/65 required
State life, health, disability, and variable insurance licenses required
Strong understanding of securities including stocks, bonds, mutual funds, UITs, and ETFs
Knowledge of insurance products including annuities, life insurance, and long-term care
Strong relationship-building skills with the ability to establish trust and credibility
Excellent communication and presentation skills, both verbal and written
Highly organized and detail-oriented with the ability to manage multiple client relationships
Strong consultative, analytical, and problem-solving skills
Ability to explain complex financial concepts in a clear and relatable manner
Digitally proficient with financial planning tools, CRM systems, and investment platforms
Self-motivated, results-driven, and committed to delivering exceptional member experiences
Demonstrates professionalism, integrity, and alignment with REV's values
Company
REV Federal Credit Union
REV Federal Credit Union is a non-profit organization that offers innovative banking solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Jason Lee
President/CEO
Zac Streelman
Chief Technology Officer
Recent News
2025-04-26
WilmingtonBiz
2023-12-22
WilmingtonBiz
2023-12-22
Company data provided by crunchbase