Vice President of Wealth Management
Wellby Financial
About this role
The Vice President of Wealth Management provides strategic leadership for the credit union’s financial planning, protection, and retirement programs. They oversee financial advisors, develop program strategies, and ensure high-quality advisory services to meet members' financial needs, fostering a member-focused culture.
Skills
About Wellby Financial
wellbyfinancial.comWellby Financial helps Houstonians and beyond achieve financial prosperity with checking, savings, loans, mortgages, and wealth planning designed for you.
Recent company news
The Business JournalsWellby Financial CEO reveals what shaped his mission to help Houstonians prosper
2 weeks ago
CUTimesWellby Financial Pays Members $9 Million
2 weeks ago
KHOUSponsored: Moon 2 Mars Festival Presented By Wellby Financial takes place March 11 - 14
1 week ago
LPL FinancialHow LPL Helps Deliver Tailored Wealth Management Solutions
Dec 9, 2025
The Business JournalsFirst Community Credit Union buys former Noble Energy building for new headquarters
1 day ago
About Wellby Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wellby Financial.
Salary
$100k – $150k
per year
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