Wealth Advisor: Centralized Book, Mass Market Growth

Citadel Federal Credit Union; West Chester (Chester County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Team culture

CRM infrastructure

Investment models

Job summary

Citadel Wealth Management seeks a Centralized Wealth Management Advisor to serve as the primary contact for Mass Market clients and to manage a pooled book of business. You will deliver high-touch service, educate clients on financial tools, and identify opportunities while collaborating with Advisory Partners to deepen relationships.

The role supports early-career advisory development with a clear path to a full Financial Advisor position, in a technology-enabled, client-first environment.

Qualifications

• 2+ years of successful experience in financial services, wealth management, or premium client service.
• Current Series 6, 63, and Pennsylvania Health/Life/Variable Insurance licenses.
• Preferred Series 7 and 65/66 (or commitment to obtain within 6 months).
• Bachelor’s degree in finance, business, or related field preferred.
• Strong analytical, organizational, and CRM-driven follow-up capabilities.

Responsibilities

• Deliver high-touch service to Mass Market clients and build relationships.
• Serve as the primary contact for clients and manage a centralized, pooled book.
• Identify opportunities through service and surface planning opportunities.
• Qualify inbound leads and educate clients on financial tools and options.
• Coordinate with Partners to expand advisory reach and deepen client relationships.

Skills

Relationship building

Analytical skills

CRM proficiency

Communication

Education

Bachelor's degree

Tools

CRM platforms

Job description

Citadel Wealth Management seeks a Centralized Wealth Management Advisor to serve as the primary contact for Mass Market clients and to manage a pooled book of business. You will deliver high-touch service, educate clients on financial tools, and identify opportunities while collaborating with Advisory Partners to deepen relationships.

The role supports early-career advisory development with a clear path to a full Financial Advisor position, in a technology-enabled, client-first environment.