Overview Delta Community Credit Union is looking for a lifelong learner and proven leader who thrives on helping clients take meaningful action toward achieving their financial goals. As an Associate Wealth Advisor, you will engage in a discovery-driven process to truly understand each client’s underlying motivations, aspirations, and financial concerns. Through this deep understanding, you will empower clients to make informed decisions and take proactive steps that align with their core values and life goals. This role is designed for someone who excels at simplifying complex financial information, helping clients focus on what matters most . By collaborating with a team of experts, including CFAs, tax professionals, and attorneys , you will guide clients through significant life events and provide strategic financial solutions tailored to their individual needs. If you’re ready to lead with integrity and take part in building the future of advice , this position offers the perfect opportunity to deliver exceptional, client-centered service in a dynamic, fast-paced environment. Practices safety-conscious behaviors in all operational processes and procedures. Essential Functions: • Lead clients through a discovery process that uncovers their core financial motivations and goals, asking thoughtful questions that encourage introspection and clarity. • Serve as a trusted advisor , empowering clients to take meaningful action, simplifying complex financial concepts and helping them understand the steps needed to reach their financial objectives. • Collaborate with CFAs and other financial professionals to offer personalized investment management solutions that align with the client's long-term goals, risk tolerance, and consider their tax budget to ensure a comprehensive financial strategy. • Facilitate family meetings to ensure clear communication and alignment on multigenerational wealth transfer strategies, providing guidance that encourages action and accountability. • Serve as the quarterback in collaborative discussions with tax professionals, attorneys, and banking partners, ensuring integrated and well-rounded financial advice for clients. • Drive business development and client acquisition efforts by identifying opportunities for growth, while consistently delivering superior, concierge-level customer service. • Utilize technology to streamline financial planning processes, offering clients efficient and simplified solutions to complex challenges. • Coach and guide clients through life transitions, including retirement, business succession, and estate planning, ensuring they understand their options and are confident in taking the next steps. • 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, it does not prescribe or restrict the tasks that may be assigned. • This job description is subject to change at any time.