Vice President of Wealth Management
Wellby Financial
About this role
The Vice President of Wealth Management provides strategic leadership for a credit union’s financial planning, protection, and retirement programs, focusing on program strategy, advisory services, and growth initiatives. They supervise financial advisors and promote a member-focused culture, ensuring profitability and compliance.
Skills
Qualifications
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
LPL FinancialHow LPL Helps Deliver Tailored Wealth Management Solutions
Dec 9, 2025
KHOUSponsored: Moon 2 Mars Festival Presented By Wellby Financial takes place March 11 - 14
2 weeks ago
The Business JournalsFirst Community Credit Union buys former Noble Energy building for new headquarters
1 week ago
ForbesBEST CREDIT UNIONS IN EACH STATE
Jun 17, 2025
LPL FinancialHow Banks & Credit Unions Can Recruit and Retain Advisors
Nov 20, 2025
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
More jobs at Wellby Financial
Similar Jobs
Vice President Wealth Management
Elevations Credit Union
Vice President, Wealth Program Manager
HarbourVest Partners
Branch Vice President
VyStar Credit Union
Vice President of Residential Lending
WSECU
VICE PRESIDENT, WEALTH INITIATIVES
Manning
Wealth Technology - Data Reconciliation & Analytics, Vice President
Citi