Sr. Financial Advisor - Citadel Wealth Management

Citadel Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Marketing, operational, and leadership

Access to modern planning and tools

Supportive advisory environment

Job summary

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.

Responsibilities

• 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.

Skills

Relationship building

Client communication

Strategic planning

Mentoring

Job description

Job Category: Investments Division

Requisition Number: SRFIN004116

• Posted : August 19, 2026
• Full-Time
• On-site

Locations

Showing 1 location

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

Skills

Behaviors

Motivations

Education

Experience

Licenses & Certifications

Preferred

Series 66

Series 65

Series 63

Series 6

Series 7

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.