Delta Community Credit Union · 11 hours ago
Associate Wealth Advisor
Georgia, United States
Full-time
Onsite
Mid Level
3+ years expDelta 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 understand each client’s motivations and provide strategic financial solutions tailored to their needs.
BankingFinanceFinancial ServicesInsurance
No H1B
Responsibilities
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
Qualification
Required
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
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
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
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.
Access to ongoing training, education reimbursements, and career growth paths.
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.
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
Company
Delta Community Credit Union
Delta Community Credit Union is a finance company that focuses on auto and home loans, personal, business, investment and insurance plans.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Hank Halter
Chief Executive Officer
Abdul Hussain
Vice President & Chief Information Security Officer (CISO)
Recent News
2026-01-03
2025-10-09
2025-09-17
Company data provided by crunchbase