Centralized Wealth Management Advisor
About The Position
Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastest‑growing Mass Market client segment — all through warm, inbound member engagement with no cold calling. As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline. This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them. 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.
Requirements
- 2+ year experience in financial services or client service.
- Required: Series 6, 63, PA Health/Life/Variable.
- Strong analytical, organizational, and follow-up skills.
- Proficiency in MS Office and virtual engagement tools.
Nice To Haves
- Preferred: Series 7 and 65/66 (or obtain within 6 months).
- Bachelor’s degree preferred.
Responsibilities
- 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.
- Review 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.
- Learn core advisory competencies.
- Gain experience assessing member profiles.
- Participate in ongoing coaching and development.
Benefits
- 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
