2 Wealth Advisor Jobs in Peachtree, GA

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Wealth Advisor

deltacommunitycu

Peachtree, GA | Full Time

$34k-41k (estimate)

5 Months Ago

J.P. Morgan Wealth Management - Private Client Advisor - Peachtree Corners, GA

JPMorgan Chase

Peachtree, GA | Full Time

$54k-75k (estimate)

1 Month Ago

Wealth Advisor

deltacommunitycu Peachtree, GA

$34k-41k (estimate)

Full Time 5 Months Ago

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deltacommunitycu is Hiring a Wealth Advisor Near Peachtree, GA

The Wealth Advisor’s primary focus will be to deliver a wealth management experience to clients in need of financial planning and advice. This person is responsible for providing comprehensive financial planning in the following key areas: cash flow analysis, retirement and estate planning, charitable planning, education planning and income tax planning. The Wealth Advisor will also support the financial planning deliverable of Retirement & Investment Services through mentorship and the cultivation of educational content.

Phyical work location can vary.

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

Essential Functions:

•Lead the development and execution of the Financial Planning deliverable, including financial planning for a fee, hourly consulting and comprehensive wealth management for members of Delta Community Credit Union

•Conduct complex financial modelling and forecasting

•Present technical financial issues and associated implications to clients and related professionals in a compelling, concise and effective manner

•Drive adoption and implementation of multi-faceted wealth planning strategies

•Facilitate in-depth exploratory discussions with clients and prospects

•Design comprehensive financial plans and initiate solutions in a fiduciary capacity

•Analyze clients’ personal financial documents (including tax, estate, income, investment, and insurance statements) to compile detailed assessment of a client’s current financial condition

•Develop and foster deep relationships with personal and commercial members, delivering sound, actionable financial advice and an exceptional client experience

•Expected to be a “market moving” advisor with ability to handle the most challenging, sensitive and complex client situations

•Serve as subject matter expert to improve the efficiency and effectiveness of our wealth management deliverable

•Cultivate mutually beneficial business relationships with centers of influence and external partners to include CPAs, attorneys, etc.

•Knowledgeable engagement of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients

•Ensure a high-quality compliant portfolio by working within an audit, compliance and regulatory framework

•Advance professional development through training and participation in CFP Board of Standards, Financial Planning Association, etc.

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.