Financial Consultant (CFP Apprentice)

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

Delta Community Credit Union is seeking a results-driven Financial Consultant with a strong focus on business development and expanding the practice. The ideal candidate will have experience in investment management and account acquisition, with a demonstrated ability to drive revenue and production. This role is designed for a professional who is looking to deepen client relationships by expanding their skill set to include financial planning, wealth transfer strategies, and engaging the next generation of clients. The Financial Consultant will be responsible for growing the client base while having more meaningful, impactful conversations with clients, helping them navigate life’s transitions and achieve their long-term financial goals.

 

This role is ideal for a growth-minded individual who thrives in a fast-paced, high-production environment, and is eager to transition from a transaction-focused career into one that emphasizes financial planning and wealth management.

 

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

 

Essential Functions:

• Lead business development efforts to drive the growth of the practice, actively prospecting and acquiring new clients through financial education, workshops, networking, referrals, and community engagement.

• Develop and execute strategies to increase account acquisition and investment management services, leveraging your expertise in managing client portfolios.

• Initiate and cultivate deeper relationships with clients, engaging in meaningful conversations about their financial objectives and life goals.

• Identify members’ financial planning needs and partner with advisors in our program to deliver financial planning strategies.

• Advise clients on tactical wealth transfer, working with families to ensure smooth transitions of wealth across generations.

• Engage the next generation of clients, helping to build long-term, multigenerational relationships through financial education and planning.

• Collaborate with CFAs, tax professionals, and attorneys to provide integrated financial solutions that address clients’ broader wealth management and estate planning needs.

• Drive revenue and production by meeting and exceeding individual sales goals and practice growth targets.

• Stay current on industry trends, market developments, and financial products to provide clients with innovative solutions that align with their evolving needs.

• Leverage technology to enhance client acquisition efforts, improve the efficiency of client management, and offer clients a seamless digital experience.

• 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.

• 3+ years of experience in wealth management, financial planning, or a related field.

• Clean U4/U5.

• 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.

• Successful candidate will be required to obtain the CFP® professional designation within 18 months.

• Proven experience in investment management and account acquisition, with a track record of driving revenue growth and achieving production targets.

• Strong background in business development and client relationship management, with a demonstrated ability to grow a client base through proactive outreach.

• Excellent communication skills, with the ability to engage clients in deeper, more impactful conversations about their long-term financial goals.

• High ethical standards and a commitment to client-focused service.

• Exceptional attention to detail and accuracy in all work produced.

• Excellent interpersonal, verbal, and written communication skills.

 

Preferred Qualifications:

• CFP® designation or a strong willingness to pursue this credential.

• Experience working with high-net-worth clients and multigenerational wealth transfer strategies.

• Strong familiarity with financial planning technology and client relationship management (CRM) tools.

• Demonstrated success in building multigenerational relationships and engaging younger clients.

• Experience delivering financial education content in-person or virtually.

 

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.

 

This position offers an excellent opportunity for a business development-focused professional looking to expand their skills to offer financial planning and build meaningful client relationships that span generations. Join Delta Community Retirement & Investment Services and help shape the future of wealth management.

 

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