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Senior Wealth Advisor High-Net-Worth Clients
Job in
Augusta, Richmond County, Georgia, 30910, USA
Listed on 2026-07-25
Listing for:
Delta Community Credit Union
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Delta Community Credit Union in Peachtree City, GA, seeks a senior Wealth Advisor to mentor the Advisory Services Team and deliver comprehensive wealth management and financial planning to high-net-worth clients. You will develop tailored strategies aligned with long-term objectives, risk management, and tax considerations.
You will lead collaborations with CFAs, tax advisors, and estate planning attorneys, guiding clients through major life transitions while driving business development and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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