Copper Financial (“Copper”) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting our members’ unique needs wherever they are in their financial journey.
The VP, Wealth Advisors will lead and develop a team of licensed wealth advisors working within CommunityAmerica Credit Union. They will ensure the delivery of high-quality wealth management services and advice to clients. This role will recruit, train, develop and optimize the performance of Wealth Advisors as they build and manage a robust book of business. The VP will play a key role in driving the growth and success of the wealth management division by fostering a client-centric culture, developing effective strategies, and supporting advisors in achieving their full potential.
Education and Experience Requirements:
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