Centralized Wealth Management Advisor

Citadel Credit Union; West Chester (Chester County); On-site; USD 60,000 - 90,000; Full time

Job summary

Citadel Wealth Management, a division of Citadel Credit Union, seeks a Centralized Wealth Management Advisor to guide Mass Market clients. This early-career role blends high-touch service with advisory development, managing a pooled book and qualifying inbound leads to expand relationships.

You will collaborate with Partners, conduct client appointments by phone and secure digital channels, and identify comprehensive planning opportunities to grow the practice and client trust.

Qualifications

• 2+ years of experience in financial services, wealth management, or premium client service.
• Current Series 6, 63, and Pennsylvania Health/Life/Variable Insurance licenses.
• Series 7 and 65/66 preferred or commitment to obtain within 6 months of hire.
• Bachelor’s degree in finance, business, or a related field preferred.
• Strong analytical, organizational, and CRM-driven follow-up capabilities.

Responsibilities

• Deliver high-touch service to Mass Market clients.
• Serve as the primary, high-touch point of contact for Mass Market clients.
• Nurture a centralized, pooled book of business.
• Conduct client appointments via phone and secure digital channels.
• Identify opportunities through service.
• Audit the centralized book to detect shifts in client financial status or long-term needs.
• Surface sophisticated planning, asset gathering, and investment opportunities.
• Qualify inbound leads and nurture campaigns.

Skills

Client service

CRM-driven follow-up

Relationship building

Licensing knowledge

Education

Bachelor’s degree in finance, business, or related field

Job description

As a Centralized Wealth Management Advisor, you will serve as the primary point of contact and strategic guide for Citadel Wealth Management’s fastest-growing client segment - the Mass Market client. This role is considered your 1st step to develop as a Financial Advisor within the firm. You will deliver high-touch support to clients while proactively identifying opportunities to deepen relationships and providing introductions to Partners within the firm. This position seamlessly blends service excellence with early-career advisory development, allowing you to manage a centralized, pooled book of business, qualify inbound leads, and educate clients on comprehensive financial tools.

Why This Role Matters

The Mass Market client represents a critical opportunity for Citadel Wealth Management. It allows us to develop deeper relationships with our clients and fosters a career path for an early tenured Advisor. By delivering exceptional, scalable service, you will strengthen client loyalty, uncover sophisticated planning opportunities, support the broader advisory team, and orchestrate seamless relationship handoffs to expand Citadel’s advice delivery network.

What You'll Do:

• Deliver Service that Builds Relationships
• Client Advocacy: Serve as the primary, high-touch point of contact for Mass Market clients.
• Portfolio Management: Efficiently service and nurture a centralized, pooled book of business.
• Virtual Engagement: Conduct comprehensive client appointments via phone and secure digital channels.
• Identify Opportunities through Service
• Account Review: Audit the centralized book to detect shifts in client financial status or long-term needs.
• Pipeline Development: Surface sophisticated planning, asset gathering, and investment opportunities.
• Lead Conversion: Qualify and convert inbound leads while executing targeted nurturing campaigns.

Develop Your Advisory Skillset

• Competency Growth: Master core wealth management and holistic advisory competencies.
• Professional Development: Participate in ongoing executive coaching, mentorship, and career tracking.

What Success Looks Like

• Client Confidence: Clients feel supported and financially secure.
• Relationship Depth: Service-driven opportunities consistently expand the firm's share of wallet.
• Portfolio Growth: The centralized book remains meticulously organized, compliant, and growing.
• Career Progression: You demonstrate clear readiness to advance into a full-scale Financial Advisor role.

Who You Are

• Relationship Builder: Possesses natural warmth paired with uncompromised corporate professionalism.
• Articulate Communicator: Capable of translating complex financial concepts into clear, actionable advice.
• Collaborative Peer: Values shared team goals and contributing to a high-performance culture.
• Growth-Minded: A self-starter eager to advance their advisory career within a digital-first model.

Qualifications

• Experience: 2+ years of successful experience in financial services, wealth management, or premium client service.
• Required Licensing: Current Series 6, 63, and Pennsylvania Health/Life/Variable Insurance licenses.
• Preferred Licensing: Series 7 and 65/66 (or the commitment to obtain them within 6 months of hire).
• Education: Bachelor’s degree in finance, Business, or a related field preferred.
• Skills: Strong analytical, organizational, and CRM-driven follow-up capabilities.

What We Offer

• Team Culture: A highly collaborative, sophisticated wealth management environment.
• Advanced Infrastructure: Modern CRM platforms built for long-term client relationship management.
• Scalable Frameworks: Access to institutional-grade investment models optimized for scaled advice.
• Compensation: Competitive base salary, comprehensive benefits package, and transparent career pathing
  

As a Centralized Wealth Management Advisor, you will serve as the primary point of contact and strategic guide for Citadel Wealth Management’s fastest-growing client segment - the Mass Market client. This role is considered your 1st step to develop as a Financial Advisor within the firm. You will deliver high-touch support to clients while proactively identifying opportunities to deepen relationships and providing introductions to Partners within the firm. This position seamlessly blends service excellence with early-career advisory development, allowing you to manage a centralized, pooled book of business, qualify inbound leads, and educate clients on comprehensive financial tools.

Why This Role Matters

The Mass Market client represents a critical opportunity for Citadel Wealth Management. It allows us to develop deeper relationships with our clients and fosters a career path for an early tenured Advisor. By delivering exceptional, scalable service, you will strengthen client loyalty, uncover sophisticated planning opportunities, support the broader advisory team, and orchestrate seamless relationship handoffs to expand Citadel’s advice delivery network.

What You'll Do:

• Deliver Service that Builds Relationships
• Client Advocacy: Serve as the primary, high-touch point of contact for Mass Market clients.
• Portfolio Management: Efficiently service and nurture a centralized, pooled book of business.
• Virtual Engagement: Conduct comprehensive client appointments via phone and secure digital channels.
• Identify Opportunities through Service
• Account Review: Audit the centralized book to detect shifts in client financial status or long-term needs.
• Pipeline Development: Surface sophisticated planning, asset gathering, and investment opportunities.
• Lead Conversion: Qualify and convert inbound leads while executing targeted nurturing campaigns.

Develop Your Advisory Skillset

• Competency Growth: Master core wealth management and holistic advisory competencies.
• Profile Assessment: Gain deep experience evaluating diverse client financial profiles.
• Professional Development: Participate in ongoing executive coaching, mentorship, and career tracking.

What Success Looks Like

• Client Confidence: Clients feel supported and financially secure.
• Relationship Depth: Service-driven opportunities consistently expand the firm's share of wallet.
• Portfolio Growth: The centralized book remains meticulously organized, compliant, and growing.
• Career Progression: You demonstrate clear readiness to advance into a full-scale Financial Advisor role.

Who You Are

• Relationship Builder: Possesses natural warmth paired with uncompromised corporate professionalism.
• Articulate Communicator: Capable of translating complex financial concepts into clear, actionable advice.
• Collaborative Peer: Values shared team goals and contributing to a high-performance culture.
• Growth-Minded: A self-starter eager to advance their advisory career within a digital-first model.

Qualifications

• Experience: 2+ years of successful experience in financial services, wealth management, or premium client service.
• Required Licensing: Current Series 6, 63, and Pennsylvania Health/Life/Variable Insurance licenses.
• Preferred Licensing: Series 7 and 65/66 (or the commitment to obtain them within 6 months of hire).
• Education: Bachelor’s degree in finance, Business, or a related field preferred.
• Skills: Strong analytical, organizational, and CRM-driven follow-up capabilities.

What We Offer

• Team Culture: A highly collaborative, sophisticated wealth management environment.
• Advanced Infrastructure: Modern CRM platforms built for long-term client relationship management.
• Scalable Frameworks: Access to institutional-grade investment models optimized for scaled advice.
• Compensation: Competitive base salary, comprehensive benefits package, and transparent career pathing
  

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