Wealth Advisor

Overview

Position
:
Wealth Advisor

Create your success story at Delta Community Credit Union – where opportunity meets purpose. Delta Community has received industry awards and earned the trust of employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. This is a full-time, in-branch role located at Peachtree City (Wisdom Rd).

As a senior member of Delta Community Retirement & Investment Services’ Advisory Services Team, the Wealth Advisor will mentor the practice and deliver comprehensive, high-level wealth management and financial planning services to a growing clientele. You will serve as a trusted senior advisor to high-net-worth individuals and families, developing tailored strategies that align with long-term financial objectives, risk management needs, and tax considerations.

The Wealth Advisor will lead collaborative engagements with internal and external professionals, including CFAs, tax advisors, and estate planning attorneys. You will guide clients through significant life transitions, offering expert advice that empowers them to make informed financial decisions. You will also play a key role in business development, client acquisition, and mentoring developing advisors, helping shape the future of the Advisory Services Team.

This position is ideal for a proven leader and lifelong learner who excels at simplifying complex financial scenarios, is committed to reducing uncertainty for clients, and can provide actionable insights that encourage clients to take charge of their financial future.

Practices safety-conscious behaviors in all operational processes and procedures.

• Serve as the primary relationship manager for high-net-worth clients, offering strategic advice and comprehensive wealth management services that address their goals and financial complexities.
• Lead discovery processes to uncover deep motivations, long-term objectives, and legacy aspirations, tailoring financial strategies accordingly.
• Collaborate with CFAs and other financial professionals to design personalized investment management solutions aligned with long-term goals, risk tolerance, and tax considerations.
• Facilitate and lead family meetings, guiding multigenerational financial planning and wealth transfer discussions to empower informed decisions.
• Act as a quarterback for collaborative discussions with external partners such as tax professionals, attorneys, and banking professionals, ensuring integrated financial planning services.
• Drive business development and client growth strategies by leveraging your network and identifying new opportunities.
• Mentor developing advisors, providing guidance to help them grow within the Advisory Services Team.
• Stay current on financial planning trends and tools, integrating technology to enhance the client experience and improve efficiency.
• Coach clients through significant life transitions—retirement, estate planning, or business succession—to enable decisive action.
• Complies with all Credit Union policies and procedures including Bank Secrecy Act regulations.

• This description reflects management’s assignment of essential functions and does not prescribe or restrict other tasks that may be assigned.
• This job description is subject to change at any time.
• This is an in-branch position with no remote work option at this time.

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.
• 5+ years of experience in wealth management, financial planning, or a related field.
• CFP® (CERTIFIED FINANCIAL PLANNER™) designation or completed masters/doctorate in Finance, Financial Planning, or Behavioral Finance and be eligible to sit for the CFP® exam.
• If not currently CFP®, must meet education requirements and successfully complete the exam within 6 months of on-boarding.
• Must have AIF® designation or be able to acquire it within 12 months; FINRA SIE, Series 7, and 66 licenses plus…