Wealth Advisor - Delta Community Credit Union

Location: Peachtree City, Georgia, United States

Salary: $81,896.80–$102,371.00 per year, plus eligible sales incentive compensation.

Company

hirify.global partners with Delta Community Credit Union to provide members with investment, wealth management, and financial planning services.

What you will do

• Build and manage relationships with high-net-worth clients and credit union members.
• Develop comprehensive financial solutions covering investments, financial planning, tax planning, and estate planning.
• Use financial planning tools such as eMoney for modeling and forecasting.
• Grow a client base through the credit union’s referral system, member network, and business development activities.
• Collaborate with CFAs, attorneys, tax professionals, and other specialists on complex client needs.
• Follow credit union policies and procedures, including Bank Secrecy Act requirements.

Requirements

• Bachelor’s degree in business, finance, mathematics, or a related field.
• 5+ years of experience in wealth management, financial planning, or a related field.
• Experience serving high-net-worth clients and managing complex financial relationships.
• FINRA SIE, Series 7 and 66, Life/Accident/Sickness, Variable Products Insurance licenses, and Long-Term Care Certification required within 120 days of onboarding.
• AIF® designation required or must be acquired within 12 months of onboarding; CFP® designation or qualifying advanced finance education is required, with the CFP® exam required within six months when applicable.
• Strong analytical, communication, relationship-building, financial modeling, and problem-solving skills, with high ethical standards.

Nice to have

• CPA license and/or JD.
• Leadership, coaching, and mentoring experience.
• Experience managing a book of business exceeding $100 million in assets.
• Experience with family wealth planning and multigenerational financial discussions.

Culture & Benefits

• Access to proprietary technology and customized services.
• Open-architecture access to thousands of investment products from third-party sponsors.
• Resources and expertise to create client-specific solutions without proprietary product restrictions.
• Referral opportunities through Delta Community Credit Union’s member base and branch territories.
• Support from hirify.global’s tools, technology, and investment-program expertise.