Centralized Advisor - Citadel Wealth Management

Citadel Credit Union; West Chester (Chester County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Collaborative advisory team

Access to investment framework

Job summary

Citadel Credit Union is seeking a Centralized Wealth Management Advisor to strengthen relationships with Mass Market clients through high-touch support. This role involves nurturing a centralized book of business and educating clients on financial tools.

The ideal candidate will have a background in financial services, with relevant licenses and strong communication skills. Join us to help clients navigate their financial journey and grow within our collaborative advisory team.

Qualifications

• 2+ years of experience in financial services or client service.
• Required: Series 6, 63, PA Health/Life/Variable.
• Preferred: Series 7 and 65/66 (or obtain within 6 months).

Responsibilities

• Serve as primary point of contact for Mass Market clients.
• Manage and service a centralized, pooled book of business.
• Conduct appointments via phone or virtual channels.

Skills

Relationship building

Clear communication

Analytical skills

Organizational skills

Education

Bachelor’s degree preferred

Tools

MS Office

Virtual engagement tools

Job description

Job Overview

Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastest‑growing Mass Market client segment — all through warm, inbound member engagement with no cold calling.

As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline.

This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them.

Why This Role Matters

Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.

What You'll Do

Deliver Service that Builds Relationships

• Serve as primary point of contact for Mass Market clients.
• Manage and service a centralized, pooled book of business.
• Handle high-touch support and conduct appointments via phone or virtual channels.

Identify Opportunities through Service

• Review book to identify changes in financial status or needs.
• Surface opportunities for deeper planning and investments.
• Convert inbound leads and nurture centralized leads.
• Execute targeted drip campaigns.

Develop Your Advisory Skillset

• Learn core advisory competencies.
• Gain experience assessing member profiles.
• Participate in ongoing coaching and development.

What Success Looks Like

• Members feel supported and confident.
• Opportunities identified through service grow relationships.
• The centralized book is organized and growing.
• You progress toward readiness for a full advisor role.

Who You Are

• A relationship builder with warmth and professionalism.
• A clear communicator able to simplify complex topics.
• A team player who values shared success.
• A self-starter eager to grow.
• Comfortable in a phone- and digital-first model.

Qualifications

• 2+ year experience in financial services or client service.
• Required: Series 6, 63, PA Health/Life/Variable.
• Preferred: Series 7 and 65/66 (or obtain within 6 months).
• Bachelor’s degree preferred.
• Strong analytical, organizational, and follow-up skills.
• Proficiency in MS Office and virtual engagement tools.

What We Offer

• A collaborative advisory team.
• A platform built around CRM and long-term relationships.
• Access to sophisticated investment framework for scaled advice.
• Opportunity to create a book of business through Mass Market engagement.
• Competitive compensation and benefits.