Mass Market Wealth Advisor - Virtual Growth & Service

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

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.