Sr. Financial Advisor - Citadel Wealth Management

About the role

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

Responsibilities

• 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

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

Skills

• 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

Benefits

• 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