Sep 17, 2024
Delta Community Credit Union
Position Wealth Advisor Job Code-8447 req5163 Peachtree City (Wisdom Rd.) Full Time Job Description Delta Community is
the largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position. 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...
Professional Diversity Network
GA
Full-Time