Copper Financial (“Copper”) is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency. We offer a comprehensive range of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we prioritize meeting our members’ unique needs at every stage of their financial journey.

We are seeking a Manager - Wealth Advisors to lead and inspire our team of Wealth Advisors within CommunityAmerica Credit Union branch locations. This role involves close collaboration with the Vice President - Wealth Management and President – Copper Financial to enhance the performance of our Wealth Advisors and drive the strategic growth of the company. This role will report to the Vice President – Wealth Management. Key responsibilities include designing and implementing revenue-driving initiatives in partnership with the broader credit union, developing talent through recruiting targeted advisor training, and fostering strong relationships within the team.

• Relationship Building: Establish and nurture essential working relationships with Wealth Advisors.
• Performance Management: Enforce sales goals through effective systems of measurement and oversight.
• Team Leadership: Recruit, train, motivate, and oversee the daily activities of Wealth Advisors, providing proactive guidance and support to ensure the team meets performance expectations.
• Talent Development: Partner with branch leadership to identify and develop new and emerging talent through a structured sales training program, ensuring a robust pipeline of future wealth management advisors.
• Technology Integration: Collaborate with IT personnel to improve technology and services, acting as a liaison between IT and Wealth Advisors.
• Program Enhancement: Enhance our branch referral program and tracking system and implement a structured credit union staff training program.
• Community Engagement: Attend credit union functions, conferences, and other community meetings to promote the interests of CommunityAmerica Credit Union’s wealth management offering.

• Education & Experience: Bachelor’s degree with a minimum of 2 years of management experience and at least 5 years in the field of investments.
• Licenses: Series 7 and 66 (or equivalent), and Life and Health insurance licenses required.
• Leadership Skills: Exceptional leadership and coaching skills, with a proven track record of developing and motivating high-performing teams.
• Industry Knowledge: Proven experience in sales management within the financial services industry, with a strong understanding of wealth management and credit union operations.
• Communication Skills: Excellent communication skills to build strong relationships with internal and external stakeholders.
• Strategic Thinking: Strong strategic thinking and analytical abilities to drive revenue growth and optimize program performance.
• Bonding: Must be able to be bonded.