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VP, Wealth Management: Strategic & Advisory

Job in Webster, Harris County, Texas, 77598, USA
Listing for: JSC Federal Credit Union
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 180000 - 250000 USD Yearly USD 180000.00 250000.00 YEAR
Job Description & How to Apply Below
Position: VP, Wealth Management: Strategic Growth & Advisory

Wellby seeks a VP of Wealth Management to lead strategic planning for its advisory programs and collaborate with cross-functional teams. You will guide financial planning, protection, and retirement initiatives while driving advisor performance and profitability.

The role requires extensive leadership in wealth management, a strong client-centric culture, and the ability to oversee multiple channels and partnerships, including brokerage relationships and technology enhancements.

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