Sr. Financial Advisor - Citadel Wealth Management

Citadel Credit Union; Philadelphia (Philadelphia County); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Marketing support

Operational support

Leadership development

Job summary

Citadel Credit Union's Citadel Wealth Management is seeking a Senior Financial Advisor who blends strategic thinking with genuine care for clients. You will design holistic wealth plans and cultivate long-term relationships with high-value clients.

In this senior role you will mentor teammates, grow your book through referrals, and collaborate with branch partners to deliver integrated advice across investments, retirement, tax and estate planning.

Qualifications

• 5+ years in financial advisory or wealth management roles.
• Active securities licensing (Series 7 & 66 or equivalent).
• CFP®, CFA®, ChFC®, or similar designation strongly preferred.
• Proven success growing and retaining a book of business.
• Deep experience in holistic financial planning.

Responsibilities

• Design futures, not just financial plans, across investments, retirement, tax, estate, insurance, and legacy planning.
• Be the primary trusted advisor and own long-term relationships with high-value clients.
• Grow the book through referrals, partnerships, and community roots.
• Collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions.
• Navigate changing markets and major financial decisions with steady guidance.

Skills

Securities licensing

Holistic financial planning

Relationship building

Wealth management

Coaching

Book of business growth

Education

CFP®, CFA®, ChFC® designation

Job description

Job Overview

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

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)
• CFP®, CFA®, ChFC®, or similar designation strongly preferred
• 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