Senior Financial Advisor
Citadel Credit Union · West Chester, PA · 3 mo ago
On-siteFinanceFull-time
Job Overview
Why This Role Matters
- Changes lives by providing financial advice
- Guides every recommendation, plan, and interaction
- Builds lasting relationships with high-value clients
- Guides clients through every stage of wealth
What You’ll Do
At Citadel Wealth Management
- Translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning
- Own long-term relationships with high-value clients
- Expand your book through referrals, partnerships, and community involvement
- Collaborate with branch partners, lending, insurance, and business banking to deliver full-picture solutions
- Navigate complexity through changing markets, life transitions, and major financial decisions
Who You Are
- An experienced advisor combining expertise with genuine client care
- A clear and confident communicator making complex strategies simple and actionable
- A relationship builder valuing trust and long-term partnerships over transactions
- A strategic thinker 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 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 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