About this role
Associate Wealth Advisor at Delta Community Credit Union. Location: Peachtree City, Georgia, United States. Role: Leading discovery, Advising clients, Collaborating professionals Requirements: Wealth management experience, financial planning; FINRA SIE, Series 7, 66; Life/Health/Variable Insurance Licenses; Long-Term Care; CFP or advanced degree; AIF within 12 months; 3+ years in the field; Bachelor’s in business/finance/math; U4/U5 clear. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney Certifications: finra sie, series 7, series 66, life insurance, health insurance, variable product insurance, long-term care, cfp, aif Commitment: Full Time Workplace: Onsite Languages: English