Wealth Management Advisor
Location: Mainstreet Credit Union
Reports To: Director of Wealth Experience
Job Grade: 7, competitive salary and benefits
About the Role:
As a Wealth Management Advisor at Mainstreet Credit Union, you will have the pivotal role of delivering expert financial planning and advice, primarily focusing on mutual fund investment solutions. Your efforts will directly align with our strategic vision and mission, enhancing the financial wellbeing of our members.
Key Responsibilities:
Member Financial Analysis: Conduct in-depth analyses to understand member needs and deliver tailored financial planning advice to help achieve their financial goals.
Engagement and Referral Development: Engage proactively with members to uncover further service opportunities, refer to appropriate departments, and foster both new and existing relationships.
Collaborative Growth: Work alongside retail and commercial advisory teams to achieve growth targets and contribute to our credit union’s strategic goals.
Community Involvement: Drive business development through community engagement, seminar leadership, and content creation, raising Mainstreet’s profile as a preferred financial institution.
Ethical Standards: Uphold the highest standards of integrity and compliance with all policies and procedures.
Skills & Qualifications:
Certifications:
Must be a Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®). MFDA licensure or eligibility is required.
Education:
A diploma/degree in Commerce, Business Administration, or a related field is highly advantageous.
Experience and Skills:
Proven expertise in relationship management and sales with a deep understanding of the investment industry.
Exceptional interpersonal, communication, and presentation skills.
Strong analytical capabilities and a results-driven approach.
Ability to work independently with minimal supervision and a commitment to continuous professional development.
Why Join Us?*
At Mainstreet Credit Union, you’re not just an employee; you’re part of a community that values integrity, collaboration, and member-first service. Here, every role contributes to a shared mission: enhancing our members’ financial well-being and strengthening our community bonds.
We offer a unique workplace environment where your work is impactful and acknowledged. You’ll enjoy the stability of a financial institution with the heart of a non-profit, committed to ethical practices and personalized member service. Join us for competitive benefits, opportunities for growth, and the chance to make a real difference. At Mainstreet, we’re more than a team—we’re a family, and we’re looking for individuals who are ready to grow, inspire, and lead. Ready to be a part of something bigger? Join us, where your career is community-centered and your growth is our priority.
Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.
Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
