Delta Community Credit Union
Overview
Delta Community Credit Union is seeking a results-driven Financial Consultant with a strong focus on business development and expanding the practice. The ideal candidate will have experience in investment management and account acquisition, with a demonstrated ability to drive revenue and production. This role is designed to deepen client relationships by expanding skills to include financial planning, wealth transfer strategies, and engaging the next generation of clients. The Financial Consultant will be responsible for growing the client base while having meaningful, impactful conversations with clients to help them navigate life’s transitions and achieve long-term financial goals. This role is ideal for a growth-minded individual who thrives in a fast-paced, high-production environment and is eager to transition from a transaction-focused career into one that emphasizes financial planning and wealth management. Practices safety-conscious behaviors in all operational processes and procedures.
Essential Functions
Lead business development efforts to drive the growth of the practice, actively prospecting and acquiring new clients through financial education, workshops, networking, referrals, and community engagement.
Develop and execute strategies to increase account acquisition and investment management services, leveraging expertise in managing client portfolios.
Initiate and cultivate deeper relationships with clients, engaging in meaningful conversations about their financial objectives and life goals.
Identify members’ financial planning needs and partner with advisors in our program to deliver financial planning strategies.
Advise clients on tactical wealth transfer, working with families to ensure smooth transitions of wealth across generations.
Engage the next generation of clients, helping to build long-term, multigenerational relationships through financial education and planning.
Collaborate with CFAs, tax professionals, and attorneys to provide integrated financial solutions that address clients’ broader wealth management and estate planning needs.
Drive revenue and production by meeting and exceeding individual sales goals and practice growth targets.
Stay current on industry trends, market developments, and financial products to provide clients with innovative solutions that align with their evolving needs.
Leverage technology to enhance client acquisition efforts, improve the efficiency of client management, and offer clients a seamless digital experience.
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.
Other
This description reflects management’s assignment of essential functions and does not prescribe or restrict the tasks that may be assigned.
This job description is subject to change at any time.
This is an in-branch position with no remote work option at this time.
Job Qualifications Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Required Minimum Qualifications
Bachelor’s degree in business, finance, mathematics or a related field.
3+ years of experience in wealth management, financial planning, or a related field.
Clean U4/U5.
FINRA SIE, Series 7, and 66 licenses coupled with Life/Accident/Sickness, Variable Products Insurance Licenses and Long-Term Care certification required within 120 days of onboarding.
Successful candidate will be required to obtain the CFP® professional designation within 18 months.
Proven experience in investment management and account acquisition, with a track record of driving revenue growth and achieving production targets.
Strong background in business development and client relationship management, with a demonstrated ability to grow a client base through proactive outreach.
Excellent communication skills, with the ability to engage clients in deeper, more impactful conversations about their long-term financial goals.
High ethical standards and a commitment to client-focused service.
Exceptional attention to detail and accuracy in all work produced.
Excellent interpersonal, verbal, and written communication skills.
Preferred Qualifications
CFP® designation or a strong willingness to pursue this credential.
Experience working with high-net-worth clients and multigenerational wealth transfer strategies.
Strong familiarity with financial planning technology and client relationship management (CRM) tools.
Demonstrated success in building multigenerational relationships and engaging younger clients.
Experience delivering financial education content in-person or virtually.
Benefits Of Working At Delta Community Credit Union
Competitive compensation with a performance-based model.
Comprehensive benefits package including health, dental, vision, and life insurance.
401(k) retirement plan with employer match.
Professional development opportunities and education reimbursements.
Work-life balance with flexible schedules and paid time off.
Collaborative, inclusive culture focused on diversity, inclusion, and integrity.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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Delta Community Credit Union is seeking a results-driven Financial Consultant with a strong focus on business development and expanding the practice. The ideal candidate will have experience in investment management and account acquisition, with a demonstrated ability to drive revenue and production. This role is designed to deepen client relationships by expanding skills to include financial planning, wealth transfer strategies, and engaging the next generation of clients. The Financial Consultant will be responsible for growing the client base while having meaningful, impactful conversations with clients to help them navigate life’s transitions and achieve long-term financial goals. This role is ideal for a growth-minded individual who thrives in a fast-paced, high-production environment and is eager to transition from a transaction-focused career into one that emphasizes financial planning and wealth management. Practices safety-conscious behaviors in all operational processes and procedures.
Essential Functions
Lead business development efforts to drive the growth of the practice, actively prospecting and acquiring new clients through financial education, workshops, networking, referrals, and community engagement.
Develop and execute strategies to increase account acquisition and investment management services, leveraging expertise in managing client portfolios.
Initiate and cultivate deeper relationships with clients, engaging in meaningful conversations about their financial objectives and life goals.
Identify members’ financial planning needs and partner with advisors in our program to deliver financial planning strategies.
Advise clients on tactical wealth transfer, working with families to ensure smooth transitions of wealth across generations.
Engage the next generation of clients, helping to build long-term, multigenerational relationships through financial education and planning.
Collaborate with CFAs, tax professionals, and attorneys to provide integrated financial solutions that address clients’ broader wealth management and estate planning needs.
Drive revenue and production by meeting and exceeding individual sales goals and practice growth targets.
Stay current on industry trends, market developments, and financial products to provide clients with innovative solutions that align with their evolving needs.
Leverage technology to enhance client acquisition efforts, improve the efficiency of client management, and offer clients a seamless digital experience.
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.
Other
This description reflects management’s assignment of essential functions and does not prescribe or restrict the tasks that may be assigned.
This job description is subject to change at any time.
This is an in-branch position with no remote work option at this time.
Job Qualifications Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Required Minimum Qualifications
Bachelor’s degree in business, finance, mathematics or a related field.
3+ years of experience in wealth management, financial planning, or a related field.
Clean U4/U5.
FINRA SIE, Series 7, and 66 licenses coupled with Life/Accident/Sickness, Variable Products Insurance Licenses and Long-Term Care certification required within 120 days of onboarding.
Successful candidate will be required to obtain the CFP® professional designation within 18 months.
Proven experience in investment management and account acquisition, with a track record of driving revenue growth and achieving production targets.
Strong background in business development and client relationship management, with a demonstrated ability to grow a client base through proactive outreach.
Excellent communication skills, with the ability to engage clients in deeper, more impactful conversations about their long-term financial goals.
High ethical standards and a commitment to client-focused service.
Exceptional attention to detail and accuracy in all work produced.
Excellent interpersonal, verbal, and written communication skills.
Preferred Qualifications
CFP® designation or a strong willingness to pursue this credential.
Experience working with high-net-worth clients and multigenerational wealth transfer strategies.
Strong familiarity with financial planning technology and client relationship management (CRM) tools.
Demonstrated success in building multigenerational relationships and engaging younger clients.
Experience delivering financial education content in-person or virtually.
Benefits Of Working At Delta Community Credit Union
Competitive compensation with a performance-based model.
Comprehensive benefits package including health, dental, vision, and life insurance.
401(k) retirement plan with employer match.
Professional development opportunities and education reimbursements.
Work-life balance with flexible schedules and paid time off.
Collaborative, inclusive culture focused on diversity, inclusion, and integrity.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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