Senior Financial Advisor

Citadel Credit Union•West Goshen Township, PA

About The Position

Why This Role Matters Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolios—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. At Citadel Wealth Management, putting clients’ needs first is at the heart of everything we do—guiding every recommendation, plan, and interaction.

Requirements

5+ years in financial advisory or wealth management roles
Active securities licensing (Series 7 & 66 or equivalent)
Proven success growing and retaining a book of business
Deep experience in holistic financial planning
A collaborative mindset and a natural coaching presence

Nice To Haves

CFP®, CFA®, ChFC®, or similar designation strongly preferred

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.