Wealth Advisor

Job Description
Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That’s why we’re one of Atlanta’s Best Places to Work! Whether you’re starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. 

Overview

As a senior member of Delta Community Retirement & Investment Services’ Advisory Services Team, the Wealth Advisor will take on a mentorship role, driving the success of the practice and delivering 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.

 

In this advanced role, 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 life’s most significant transitions, offering expert advice that empowers them to make informed financial decisions. Additionally, the Wealth Advisor will 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.

 

Essential Functions:

• Serve as the primary relationship manager for high-net-worth clients, offering strategic advice and comprehensive wealth management services that address their unique goals and financial complexities.

• Lead clients through the discovery process to uncover deep motivations, long-term objectives, and legacy aspirations, tailoring financial strategies that align with what matters most.

• Collaborate with CFAs and other financial advocates to design personalized investment management solutions that align with clients' long-term goals, risk tolerance, and tax considerations.

• Facilitate and lead family meetings, guiding multigenerational financial planning and wealth transfer discussions, ensuring all family members are united and empowered to make informed decisions.

• Act as a quarterback for collaborative discussions with external partners such as tax professionals, attorneys, and banking professionals, ensuring seamless, well-rounded financial planning services.

• Drive business development and client growth strategies by leveraging your network, identifying new opportunities, and maintaining a proactive approach to client acquisition.

• Mentor developing advisors, providing guidance and leadership to help them grow within the Advisory Services Team.

• Stay at the forefront of financial planning trends and tools, integrating technology solutions to enhance the client experience and improve practice efficiency.

• Coach clients through significant life transitions—such as retirement, estate planning, or business succession—ensuring they have the knowledge and confidence to take decisive action.

• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.  

 

Other

• This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.

• This job description is subject to change at any time.

Position may offer work from home opportunities, pending specific performance and departmental needs.

Job Qualifications
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Required Minimum Qualifications:

• 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™ professional) designation or completed Masters or Doctorate Degree in Finance, Financial Planning, or Behavior Finance and be eligible to sit for the CFP® exam. 

• Candidates that do not currently hold the CFP®, but meet the education requirements, must successfully complete the exam within 6 months of on-boarding.

• Must have AIF® designation or be able to acquire it within 12 months of on-boarding. FINRA SIE, Series 7, and 66 licenses coupled with the Life/Accident/Sickness, Variable Products Insurance Licenses and Long-Term Care certification required within 120 days of on-boarding.

• Proven track record of working with high-net-worth clients and managing complex financial relationships.

• Deep understanding of financial planning, investment management, tax planning, and estate planning strategies.

• Experience collaborating with professionals across multiple disciplines (CFAs, attorneys, tax professionals).

• Excellent communication, interpersonal, and relationship-building skills.

• High ethical standards and a commitment to leading with integrity in all client interactions.

• Proficiency in financial modeling and forecasting using planning tools such as eMoney.

• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

 

Preferred Qualifications:

• CPA license and/or JD 

• Strong leadership skills, with experience in coaching and mentoring developing advisors.

• Experience managing a book of business exceeding $100 million in assets.

• Proven success in business development and client acquisition.

• Experience leading family wealth planning and multigenerational financial discussions.

 

Benefits of Working at Delta Community Credit Union

At Delta Community Credit Union, we believe in supporting the growth and success of our team. Benefits include:

• Greater Atlanta Best Place to Work Finalist, for the 10th year in a row.

• Competitive Compensation: A strong earning potential with a performance-based compensation model.

• Best in Class Comprehensive Benefits Package: Health, dental, vision, and life insurance to support your overall well-being.

• 401(k) Retirement Plan with Employer Match: We invest in your future with a robust retirement savings plan.

• Professional Development Opportunities: Access to ongoing training, education reimbursements, and career growth paths.

• Work-Life Balance: Flexible work schedules and paid time off to help you maintain a healthy balance between work and personal life.

• Collaborative, Inclusive Culture: Work in a team-oriented environment that values diversity, inclusion, and integrity.

 

If you are a seasoned financial professional passionate about helping clients achieve financial independence, while mentoring the next generation of advisors and contributing to the growth of Delta Community Retirement & Investment Services, we encourage you to apply.

 

Employee benefits include:
•Medical, Dental and Vision Coverage
•Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
•Supplemental Insurance or Voluntary Insurance
•401(k) Plan with Company Match
•Vacation, Holidays and Personal Time Off 
•Paid Maternity and Paternity Leave 
•Pre-tax Health and Dependent Care Spending Accounts
•Benefit Choice Program 
•Health Reward Dollars
•Discount on Gym Reimbursement and Identity Theft Programs
•Legal Services