Sr. Financial Advisor - Citadel Wealth Management

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

Job Category: Investments Division

Requisition Number: SENIO004113

• Posted : August 17, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

Job Overview

Be a strategist. Be a guide. Be the difference.

Why This Role Matters

Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolio, you’ll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth.

This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.

You’ll be trusted to shape strategy, grow a sophisticated book of business, and serve as a mentor and thought partner to clients and teammates alike.

What You’ll Do

At Citadel Wealth Management, putting clients’ needs first is at the heart of everything we do, guiding every recommendation, plan, and interaction.

• Design futures, not just financial plans. You will translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning.
• Be the primary trusted advisor. You will own long-term relationships with high-value clients and guide them through every stage of wealth.
• Grow what matters. You will expand your book through referrals, partnerships, and our deep roots in the communities we serve.
• A holistic wealth management planning approach. You will collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions.
• Navigate complexity. You will provide steady guidance and expertise through changing markets, life transitions, and major financial decisions.

What Success Looks Like

• Clients see you as their first call for any financial decision or life change
• Your book grows through loyalty, referrals, and trust
• Financial plans become personalized strategies aligned with client’s values, not static documents
• Junior advisors seek you out for insight and coaching
• You elevate both client outcomes and the advisor practice

Who You Are

• An experienced advisor who combines expertise with genuine care for clients
• A clear and confident communicator who makes complex strategies simple and actionable
• A relationship builder who values trust and long-term partnerships over transactions
• A strategic thinker who thrives on creating personalized plans while enjoying meaningful client conversations
• A fiduciary professional committed to the highest standards of integrity and client-first service

What We Are Looking For

• 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

What We Offer

• A platform built for sophisticated planning and long-term relationships
• Competitive compensation with strong growth upside
• Marketing, operational, and leadership support
• Access to modern planning and portfolio tools
• The opportunity to shape the future of our advisory practice

Qualifications

Education

Preferred

Bachelors or better.

Experience

Preferred

3 years:

Citadel’s Wealth Management team is expanding. We are looking for Sr. Financial Advisors who will use their expertise in investment strategies, securities, and insurance to develop financial plans for our highly regarded members. Citadel offers a full line of investment products, including managed accounts, mutual funds, annuities, equities, and fixed income securities in a financial planning setting.

Licenses & Certifications

Required

Series 6

Preferred

Series 65

Series 63

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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