Client Relationship & Wealth Planning Advisor
Listed on 2026-10-17
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Delta Community Credit Union in Atlanta invites a Client Relationship Manager to service and advise members using our investment advisory and planning programs. You will assist Financial Advisors, create and review financial plans, and ensure prompt, compliant client service by phone and in person.
The role requires licenses within 90 days and ongoing regulatory compliance, with potential for work-from-home opportunities depending on performance and departmental needs.
This is an excellent position to take on the Client Relationship & Wealth Planning Advisor role at Delta Community Credit Union.
Join us at Delta Community Credit Union as our next Client Relationship & Wealth Planning Advisor in Atlanta, GA, United States.
We are currently recruiting a Client Relationship & Wealth Planning Advisor for our team in Atlanta, GA, United States.
This is an excellent role to take on the Client Relationship & Wealth Planning Advisor role at Delta Community Credit Union.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).