Wealth Advisor - Delta Community Credit Union
Core
Wealth Advisor providing comprehensive financial planning, investment management, and estate planning solutions to high-net-worth individuals and families.
Role type
Senior IC Wealth Advisor
Builds
Client financial solutions using an open architecture platform with third-party products
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
financial planning, investment management, tax planning, estate planning, financial modeling, high-net-worth client management, business development
Preferred skills
coaching and mentoring, managing large books of business, multigenerational wealth planning
Technologies
eMoney
Responsibilities
Create client-specific financial solutions, manage complex financial relationships, acquire new clients, collaborate with external professionals (CFAs, attorneys, tax pros)
Seniority
Senior, hands-on IC