Senior Wealth Advisor & Mentor UHNW Clients
Job in
Cumming, Forsyth County, Georgia, 30128, USA
Listed on 2026-02-28
Listing for:
Delta Community Credit Union
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial institution in Georgia is seeking a seasoned Wealth Advisor to lead the Advisory Services Team. This role involves mentoring other advisors and providing tailored wealth management strategies to high-net-worth individuals. Responsibilities include client relationship management, leading family financial discussions, and driving business development efforts. Candidates should have a strong background in financial planning, investment management, and a commitment to ethical standards.
A competitive compensation package is offered along with comprehensive benefits.
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Position Requirements
10+ Years
work experience
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