VP, Wealth Management

Local hybrid remote 60 miles from Clarksville, TN.

Compensation

• Performance Bonuses : Based on AUM growth, revenue generation, and team development
• Total Compensation Potential :  $130,000 - $175,000+

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.

Benefits Package

POSITION PURPOSE

The Vice President of Wealth Management is responsible for leading and expanding the Credit Union’s wealth management program to drive member financial success and organizational growth. This role develops and executes strategic initiatives to grow assets under management, enhance advisor productivity, and deepen member relationships through comprehensive investment, retirement, and financial planning solutions. As program manager, the Vice President serves as the primary liaison between wealth management operations, advisors, and credit union leadership to ensure seamless integration, regulatory compliance, and exceptional member experience.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Team Development & Leadership

Business Development & Growth

Direct Client Management

Strategic Planning & Execution

Compliance & Risk Management

Cross-Functional Collaboration

PERFORMANCE MEASUREMENTS

Special Note : Fortera Federal Credit Union is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy, genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

QUALIFICATIONS

Education / Certification :

Certifications and Education preferred :

Required Knowledge :

Experience Required :

Skills / Abilities :

KEY ATTRIBUTES :

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking :

Finger dexterity :

Grasping :

Repetitive Motion :

Average Hearing :

Average Visual Abilities :

Physical Strength :

WORKING CONDITIONS

None :

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability :

Mathematics Ability :

Language Ability :

PI280378970