Mass Market Wealth Advisor – Fast-Track to Advisory

Citadel Credit Union; West Chester (Chester County); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client service

CRM-driven follow-up

Relationship building

Licensing knowledge

Formation

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

Description du poste

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.