FAIRWINDS Credit Union · 1 day ago
Wealth Management Director
Orlando, Florida, United States
Full-time
Onsite
Mid, Senior Level
6+ years expFAIRWINDS Credit Union is a mission-driven organization focused on financial freedom for its members. They are seeking an experienced Wealth Management Director to lead their Wealth Management division, overseeing sales, marketing, operations, and compliance to ensure exceptional service and portfolio growth.
BankingCreditFinancial Services
Responsibilities
Supervise sales managers, representatives, trainees, and support staff while fostering a collaborative and highly motivated team culture
Interview, hire, train, mentor, and counsel Wealth Management employees
Set clear performance expectations and provide ongoing coaching, feedback, and development
Ensure all licensed crewmembers stay current with continuing education requirements for both the broker‑dealer and FAIRWINDS
Direct sales practices, product knowledge, planning tools, and written recommendations to ensure exceptional service and compliant practices
Build recognition and awareness for the Wealth Management program across the organization
Ensure teams and members have the tools, software, and digital resources needed for full‑service, digital, or self‑directed investment portfolios
Support service center crew by understanding their challenges, removing barriers, and strengthening cross‑departmental rapport
Develop and manage business plans, goals, and budgets in partnership with the SVP, VP–Sales Manager, marketing, service centers, and other departments
Execute strategic and operational plans effectively and timely
Attend and contribute to interdepartmental meetings to support alignment and initiative success
Review and analyze sales performance metrics including production, closing rates, appointment activity, referral trends, and account size
Provide monthly production, appointment, and marketing activity reporting to senior leadership
Administer policies and practices that ensure compliance with SEC and FINRA regulations, including required maintenance of client files
Qualification
Required
Bachelor's degree in Business, Finance, or related field (or equivalent combination of education and experience)
6-8 years of relevant professional experience
Minimum of 3 years in investment management, including personal investment product sales and service delivery
Previous leadership and team‑management experience required
Ability to travel locally at least 20% of the time
Strong leadership presence with a coaching‑focused mindset
Deep knowledge of investment products, compliance standards, and sales practices
Excellent communication, interpersonal, and relationship‑building skills
Ability to analyze performance metrics and translate them into strategy and action
Commitment to member advocacy, service excellence, and community engagement
Preferred
Financial Advisor license preferred
Benefits
Enjoy 11 paid holidays and generous paid time off to recharge and reset
Build your future with a 6% 401(k) match
Receive a $700 annual contribution to your Health Savings Account
Access our comprehensive maternity leave program to support growing families
Stay covered with medical, dental, vision, disability, and life insurance
Grow your career through leadership development, tuition assistance, and advancement opportunities
Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program
Company
FAIRWINDS Credit Union
We are the financial that doesn’t want you to have any debt. We offer solutions and advice to help you on your journey to financial freedom.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Phil Tischer
COO
Bryan Meizinger
Executive Vice President, Chief Credit Officer
Recent News
2025-08-29
The Orlando Sentinel
2025-07-14
Company data provided by crunchbase