Senior Wealth Advisor: Holistic Planning & Growth

Citadel Federal Credit Union; Philadelphia (Philadelphia County); Sur place; USD 95 000 - 150 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Marketing, operational, and leadership

Access to modern planning and tools

Supportive advisory environment

Résumé du poste

Citadel Wealth Management is seeking a Senior Financial Advisor to guide high-net-worth clients through sophisticated wealth planning and portfolio management. You will build lasting relationships, deliver comprehensive planning across investments, retirement, tax and estate considerations, and mentor junior teammates.

The role emphasizes fiduciary client-first service, collaboration with branch partners, and a proactive approach to growing a sophisticated book of business within our on-site

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.
• A collaborative mindset and a natural coaching presence.

Responsabilités

• Design futures and translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning.
• Be the primary trusted advisor—own long-term relationships with high-value clients.
• Grow the book through referrals, partnerships, and community roots.

Connaissances

Relationship building

Client communication

Strategic planning

Mentoring

Description du poste

Citadel Wealth Management is seeking a Senior Financial Advisor to guide high-net-worth clients through sophisticated wealth planning and portfolio management. You will build lasting relationships, deliver comprehensive planning across investments, retirement, tax and estate considerations, and mentor junior teammates.

The role emphasizes fiduciary client-first service, collaboration with branch partners, and a proactive approach to growing a sophisticated book of business within our on-site