Financial Advisor - Citadel Credit Union

Cetera Financial Group; Philadelphia (Philadelphia County); Vor Ort; USD 120.000 - 230.000; Vollzeit

Benefits dieser Stelle

Sophisticated planning platform

Competitive compensation

Marketing and operations support

Modern planning tools

Impactful advisory leadership

Zusammenfassung

Cetera Financial Group seeks a Senior Financial Advisor in the Philadelphia area. You’ll be trusted to build lasting relationships, deliver sophisticated planning, and mentor teammates while growing a high-value book of business.

You’ll translate life goals into comprehensive strategies across investments, retirement, taxes, estate, and legacy planning, collaborating with branch partners to deliver full-picture solutions and trusted guidance through changing markets.

Qualifikationen

• 5+ years in financial advisory or wealth management.
• Active securities licensing (Series 7 & 66 or equivalent).
• Proven success growing and retaining a book of business.
• Deep experience in holistic financial planning.
• Collaborative mindset and coaching presence.

Aufgaben

• Translate clients' goals into comprehensive, actionable financial plans.
• Own long-term relationships with high-value clients and guide them through wealth stages.
• Grow book of business through referrals and community partnerships.
• Deliver holistic planning with branch partners, lending, insurance, and banking.
• Provide guidance through market changes and life transitions.

Kenntnisse

High-net-worth relations

Financial planning

Active securities licensing

Business development

Coaching/mentoring

Jobbeschreibung

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.

Opportunities in Philadelphia, Westchester, Eaton, Lancaster

Be a strategist. Be a guide. Be the difference.

Why This Role Matters

Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolio, you’ll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth.

This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.

You’ll be trusted to shape strategy, grow a sophisticated book of business, and serve as a mentor and thought partner to clients and teammates alike.

What You’ll Do

At Citadel Wealth Management, putting clients’ needs first is at the heart of everything we do, guiding every recommendation, plan, and interaction.

• Design futures, not just financial plans. You will translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning.
• Be the primary trusted advisor. You will own long-term relationships with high-value clients and guide them through every stage of wealth.
• Grow what matters. You will expand your book through referrals, partnerships, and our deep roots in the communities we serve.
• A holistic wealth management planning approach. You will collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions.
• Navigate complexity. You will provide steady guidance and expertise through changing markets, life transitions, and major financial decisions.

What Success Looks Like

• Clients see you as their first call for any financial decision or life change
• Your book grows through loyalty, referrals, and trust
• Financial plans become personalized strategies aligned with client’s values, not static documents
• Junior advisors seek you out for insight and coaching
• You elevate both client outcomes and the advisor practice

Who You Are

• An experienced advisor who combines expertise with genuine care for clients
• A clear and confident communicator who makes complex strategies simple and actionable
• A relationship builder who values trust and long-term partnerships over transactions
• A strategic thinker who thrives on creating personalized plans while enjoying meaningful client conversations
• A fiduciary professional committed to the highest standards of integrity and client-first service

What We Are Looking For

• 5+ years in financial advisory or wealth management roles
• Active securities licensing (Series 7 & 66 or equivalent)
• Proven success growing and retaining a book of business
• Deep experience in holistic financial planning
• A collaborative mindset and a natural coaching presence

What We Offer

• A platform built for sophisticated planning and long-term relationships
• Competitive compensation with strong growth upside
• Marketing, operational, and leadership support
• Access to modern planning and portfolio tools
• The opportunity to shape the future of our advisory practice