Senior Wealth Advisor: Holistic Planning & Growth Leader

Citadel Credit Union; Exton (PA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Sophisticated planning platform

Competitive compensation

Marketing support

Modern planning tools

Leadership opportunities

Job summary

Citadel Wealth Management, a division of Citadel Credit Union, seeks a Senior Financial Advisor who builds lasting relationships and guides clients toward confident, retirement-ready plans.

You will design holistic strategies across investments, retirement, tax, estate and legacy planning; own long-term client relationships; and grow your book through referrals while upholding fiduciary standards.

Qualifications

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

Responsibilities

• Design futures across investments, retirement, tax, estate, insurance, and legacy planning.
• Own long-term relationships with high-value clients and guide them through wealth-building stages.
• Grow the book through referrals, partnerships, and community roots.
• Collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions.
• Provide steady guidance through changing markets and major financial decisions.

Skills

Financial planning

Relationship building

Client communications

Fiduciary responsibility

Strategic thinking

Job description

Citadel Wealth Management, a division of Citadel Credit Union, seeks a Senior Financial Advisor who builds lasting relationships and guides clients toward confident, retirement-ready plans.

You will design holistic strategies across investments, retirement, tax, estate and legacy planning; own long-term client relationships; and grow your book through referrals while upholding fiduciary standards.