Wealth Advisor

The Wealth Advisor builds and maintains strong relationships with high-net-worth clients and their families through comprehensive financial planning, progressive investment strategies, and personalized service. This role analyzes each client’s financial circumstances and goals, recommends appropriate financial products and strategies, and conducts ongoing account reviews.

The Wealth Advisor also drives practice and program growth through business development, community visibility, and collaboration with credit union leaders. The Wealth Advisor reports to the Program Manager.