Wealth Management Director

FAIRWINDS Credit Union • Orlando, FL

2d

About The Position

Financial Freedom Happens Here – and it starts with YOU. At FAIRWINDS Credit Union, we’re more than a workplace; we’re a team on a mission. Join the credit union nationally endorsed by The Dave Ramsey Show, where every day is a step toward financial freedom - for our members and for you. We are seeking an experienced, strategic, and people‑focused Wealth Management Director to lead our growing Wealth Management division. Our Wealth Management program is offered through LPL Financial, our broker‑dealer partner. This role will direct all aspects of the wealth function, including sales, marketing, operations, and compliance, to ensure exceptional service, strong portfolio growth, and alignment with organizational goals. If you thrive on developing high‑performing teams, executing business plans, and elevating the member experience, this is an excellent opportunity to make a significant impact!

Requirements

• Bachelor’s degree in Business, Finance, or related field (or equivalent combination of education and experience).
• 6-8 years of relevant professional experience.
• Minimum of 3 years in investment management, including personal investment product sales and service delivery.
• Previous leadership and team‑management experience required.
• Ability to travel locally at least 20% of the time.
• Strong leadership presence with a coaching‑focused mindset.
• Deep knowledge of investment products, compliance standards, and sales practices.
• Excellent communication, interpersonal, and relationship‑building skills.
• Ability to analyze performance metrics and translate them into strategy and action.
• Commitment to member advocacy, service excellence, and community engagement.

Nice To Haves

• Financial Advisor license preferred.

Responsibilities

• Supervise sales managers, representatives, trainees, and support staff while fostering a collaborative and highly motivated team culture.
• Interview, hire, train, mentor, and counsel Wealth Management employees.
• Set clear performance expectations and provide ongoing coaching, feedback, and development.
• Ensure all licensed crewmembers stay current with continuing education requirements for both the broker‑dealer and FAIRWIND S.
• Direct sales practices, product knowledge, planning tools, and written recommendations to ensure exceptional service and compliant practices.
• Build recognition and awareness for the Wealth Management program across the organization.
• Ensure teams and members have the tools, software, and digital resources needed for full‑service, digital, or self‑directed investment portfolios.
• Support service center crew by understanding their challenges, removing barriers, and strengthening cross‑departmental rapport.
• Develop and manage business plans, goals, and budgets in partnership with the SVP, VP–Sales Manager, marketing, service centers, and other departments.
• Execute strategic and operational plans effectively and timely.
• Attend and contribute to interdepartmental meetings to support alignment and initiative success.
• Review and analyze sales performance metrics including production, closing rates, appointment activity, referral trends, and account size.
• Provide monthly production, appointment, and marketing activity reporting to senior leadership.
• Administer policies and practices that ensure compliance with SEC and FINRA regulations, including required maintenance of client files.

Benefits

• Enjoy 11 paid holidays and generous paid time off to recharge and reset
• Build your future with a 6% 401(k) match
• Receive a $700 annual contribution to your Health Savings Account
• Access our comprehensive maternity leave program to support growing families
• Stay covered with medical, dental, vision, disability, and life insurance
• Grow your career through leadership development, tuition assistance, and advancement opportunities
• Earn rewards for financial wellness through our Debt Free Club and Dave Ramsey’s SmartDollar program
• Thrive in a purpose-driven, people-first culture where your impact matters

What This Job Offers

• Job Type: Full-time
• Career Level: Director