Fortera Credit Union · 1 month ago
VP, Wealth Management
Clarksville, TN
Full-time
Onsite
Mid, Senior Level
$113K/yr - $130K/yr
7+ years expFortera Credit Union is seeking a Vice President of Wealth Management to lead and expand their wealth management program. This role is responsible for driving member financial success and organizational growth through strategic initiatives, managing a team of Financial Advisors, and ensuring exceptional member experiences.
Financial Services
No H1B
Responsibilities
Lead, mentor, and develop a small but growing team of Financial Advisors
Recruit and onboard additional advisors as the program expands
Create training programs and best practices to elevate team performance
Foster a collaborative, high-performance culture focused on member service excellence
Manage team to include monitoring goals, objectives, managing day-to-day operational activities and conducting ongoing coaching/counseling and annual performance reviews
Attend and participate in all required meetings, training, and committees
Drive strategic growth of our wealth management program across our 8-branch network
Develop and execute plans to expand AUM and attract new high-net-worth members
Build relationships with branch managers and staff to generate referrals and cross-selling opportunities
Identify market opportunities within our Nashville, Clarksville, and Hopkinsville communities
Represent Fortera Credit Union at community and civic events and networking functions
Maintain and grow your own book of business, managing relationships with high-net-worth members
Provide comprehensive wealth management services including investment planning, retirement planning, and estate planning guidance
Conduct financial reviews and develop customized wealth management strategies
Deliver exceptional member experiences that reflect Fortera’s values
Ensure timely and professional communication with all clients
Establish goals, performance metrics, and growth targets for the wealth management program
Monitor team and individual performance, implementing strategies to achieve revenue and member satisfaction objectives
Report on division performance to senior leadership with regular updates and analysis
Develop long-term vision for scaling the wealth management program
Create and manage departmental budgets
Ensure all wealth management activities adhere to credit union policies, regulatory requirements, and industry best practices to include Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance
Maintain proper licensing and certifications for yourself and team members
Oversee proper documentation and member communication standards
Stay current on regulatory changes and industry developments
Implement and maintain compliance procedures and controls
Ensure work area and assigned equipment are clean, secure, and well maintained
Partner with retail banking, lending, and marketing teams to create integrated financial solutions
Work with branch leadership to maximize wealth management visibility and referrals across all locations
Coordinate with operations to ensure seamless member experiences
Contribute to organizational strategic planning initiatives
Perform other duties as assigned by management
Qualification
Required
Bachelor's degree in finance, business, economics, or related field or an equivalent combination of education and experience
FINRA Series 7 and 66 (or 63/65) licenses in good standing
State life and health insurances licenses required or ability to obtain within 12 months
Strong record of client relationship management and business development
Comprehensive knowledge of investment products, financial planning strategies, estate planning, and tax strategies
Proficiency in Microsoft Office Suite and financial planning software
7+ years of wealth management or financial advisory experience with proven success
3+ years in leadership, mentorship or team-building roles
Proven experience building or growing a wealth management program
Proven ability to coach and develop team members
High ethical standards and professional integrity
Ability to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality
Strong critical thinking and analytical skills. Able to identify and resolve problems
Strong work ethic with a positive, independent, entrepreneurial attitude
Exceptional sales and presentation skills
Able to write clearly and informatively, presenting organized and thorough information and data appropriate for the intended audience
Able to exercise sound judgment and make prudent business decisions
Strong interpersonal and supervisory abilities. Able to work in a cooperative manner with others
Strong leadership and program management skills with the ability to move multiple streams of work forward simultaneously
Able to work independently and collaboratively as a team
Able to create momentum and promote change
Strong organizational and time management skills
Able to keep good client notes of all interactions and demonstrate excellent follow-through
Able to use a PC, related software, and standard office equipment
Able to manage time and resources to meet deadlines and maintain an effective and efficient workflow
Professional dress, appearance, and attitude
Able to work well under pressure while promoting a professional image of the Credit Union
Regular and predictable attendance
Local travel required
Preferred
Master's degree in finance, business administration or related field preferred
CFP (Certified Financial Planner)
CFA (Certified Financial Analyst)
ChFC (Chartered Financial Consultant)
Knowledge of Tennessee/Kentucky markets and communities preferred
Previous experience in financial services industry (credit union or community bank) or a retail organization preferred
Demonstrated success in multi-branch or regional advisory models preferred
Company
Fortera Credit Union
Fortera Credit Union is a bank offering debt consolidation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jennifer Ventimiglia
Chief Executive Officer
Angela Andrews
Chief Operations Officer
Company data provided by crunchbase