Senior Wealth Advisor — Holistic Planning & Growth

Citadel Federal Credit Union; Exton (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

Citadel Federal Credit Union is seeking a Senior Financial Advisor to lead holistic wealth management for high-value clients. This role emphasizes strategic planning across investments, retirement, taxes, estate, and legacy considerations within a fiduciary framework.

You will manage long-term client relationships, mentor teammates, and grow a sophisticated book through referrals and community partnerships, delivering integrated financial solutions.

Qualifications

• 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.
• Collaborative mindset and a coaching presence.

Responsibilities

• Translate life goals into actionable investment, retirement, tax, estate, insurance, and legacy plans.
• Own long-term relationships with high-value clients and guide them through wealth stages.
• Grow book through referrals, partnerships, and community roots.
• Collaborate with branch partners, lending, insurance and business banking for full-picture solutions.
• Provide guidance through changing markets and major financial decisions.

Skills

Relationship building

Communication skills

Strategic thinking

Client-focused service

Education

Bachelor's degree

Job description

Citadel Federal Credit Union is seeking a Senior Financial Advisor to lead holistic wealth management for high-value clients. This role emphasizes strategic planning across investments, retirement, taxes, estate, and legacy considerations within a fiduciary framework.

You will manage long-term client relationships, mentor teammates, and grow a sophisticated book through referrals and community partnerships, delivering integrated financial solutions.