Centralized Wealth Management Advisor

Citadel Credit Union•West Goshen Township, PA

54d

About The Position

As a Centralized Wealth Management Advisor, you will serve as the primary point of contact and strategic guide for Citadel Wealth Management’s fastest-growing client segment - the Mass Market client. This role is considered your 1st step to develop as a Financial Advisor within the firm. You will deliver high-touch support to clients while proactively identifying opportunities to deepen relationships and providing introductions to Partners within the firm. This position seamlessly blends service excellence with early-career advisory development, allowing you to manage a centralized, pooled book of business, qualify inbound leads, and educate clients on comprehensive financial tools. The Mass Market client represents a critical opportunity for Citadel Wealth Management. It allows us to develop deeper relationships with our clients and fosters a career path for an early tenured Advisor. By delivering exceptional, scalable service, you will strengthen client loyalty, uncover sophisticated planning opportunities, support the broader advisory team, and orchestrate seamless relationship handoffs to expand Citadel’s advice delivery network.

Requirements

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.
Strong analytical, organizational, and CRM-driven follow-up capabilities.

Nice To Haves

Preferred Licensing: Series 7 and 65/66 (or the commitment to obtain them within 6 months of hire).
Bachelor’s degree in finance, Business, or a related field preferred.

Responsibilities

Serve as the primary, high-touch point of contact for Mass Market clients.
Efficiently service and nurture a centralized, pooled book of business.
Conduct comprehensive client appointments via phone and secure digital channels.
Audit the centralized book to detect shifts in client financial status or long-term needs.
Surface sophisticated planning, asset gathering, and investment opportunities.
Qualify and convert inbound leads while executing targeted nurturing campaigns.
Master core wealth management and holistic advisory competencies.
Gain deep experience evaluating diverse client financial profiles.
Participate in ongoing executive coaching, mentorship, and career tracking.