Manager- Wealth Management
- Location
- Tempe, AZ
- Listed
- Today
About the role
TruWest Credit Union seeks a Wealth Management Manager to lead and oversee advisors and administrators, driving business growth and client satisfaction. This role fosters key relationships with internal units and external partners, ensuring regulatory compliance. Responsibilities include supporting financial education, budget planning, and performance reporting.
Candidates possess a Bachelor's degree or equivalent certifications (Series 6/7, 66/63&65), 5-8 years related experience, and strong leadership, interpersonal, and problem-solving skills. Proficiency in MS Office and Salesforce is expected. We offer a competitive salary starting at $107K+ and comprehensive benefits, including first-day medical and 401k match, in a supportive environment.
From Truwest Credit Union's careers page, first listed on Rolev.ai on November 13, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Manager- Wealth Management job at Truwest Credit Union located?
This Manager- Wealth Management position at Truwest Credit Union is located in Tempe, AZ. Always check Truwest Credit Union's application page for specific state eligibility or relocation policies.
How do I apply for the Manager- Wealth Management position at Truwest Credit Union?
This listing links directly to Truwest Credit Union's application page. You can apply directly on Truwest Credit Union's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.