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Jobs · Finance · Pennsylvania

Centralized Wealth Management Advisor

Citadel Credit Union · West Chester, PA · 1 mo ago
On-siteFinanceFull-time

Job Overview

What You'll Do

Qualifications

What Success Looks Like

Who You Are

What We Offer

  • Deliver Service that Builds Relationships

    • Serve as primary point of contact for Mass Market clients.
    • Manage and service a centralized, pooled book of business.
    • Handle high-touch support and conduct appointments via phone or virtual channels.
    • Identify opportunities through service review of the book to identify changes in financial status or needs.
    • Surface opportunities for deeper planning and investments.
    • Convert inbound leads and nurture centralized leads.
    • Execute targeted drip campaigns.

  • Develop Your Advisory Skillset

    • Learn core advisory competencies.
    • Gain experience assessing member profiles.
    • Participate in ongoing coaching and development.

Why This Role Matters
Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.

Deliver Service that Builds Relationships
Serve as primary point of contact for Mass Market clients.
Manage and service a centralized, pooled book of business.
Handle high-touch support and conduct appointments via phone or virtual channels.
Identify opportunities through service review of the book to identify changes in financial status or needs.
Surface opportunities for deeper planning and investments.
Convert inbound leads and nurture centralized leads.
Execute targeted drip campaigns.

  • Qualifications

    • 2+ years experience in financial services or client service.
    • Required: Series 6, 63, PA Health/Life/Variable.
    • PREFERRED: Series 7 and 65/66 (or obtain within 6 months).
    • Bachelor’s degree preferred.
    • Strong analytical, organizational, and follow-up skills.
    • Proficiency in MS Office and virtual engagement tools.

What Success Looks Like
Members feel supported and confident.
Opportunities identified through service grow relationships.
The centralized book is organized and growing.
You progress toward readiness for a full advisor role.

Who You Are
A relationship builder with warmth and professionalism.
A clear communicator able to simplify complex topics.
A team player who values shared success.
A self-starter eager to grow.
Comfortable in a phone- and digital-first model.

What We Offer
A collaborative advisory team.
A platform built around CRM and long-term relationships.
Access to sophisticated investment framework for scaled advice.
Opportunity to create a book of business through Mass Market engagement.
Competitive compensation and benefits.

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