Citadel Wealth Management · 1 week ago
Senior Financial Advisor - Delaware County PA
Springfield, PA
Full-time
Onsite
Senior Level
5+ years expCitadel Wealth Management is a firm that focuses on delivering expert wealth management solutions. The Senior Financial Advisor will advise clients on financial strategies, develop tailored financial plans, and maintain strong client relationships while ensuring compliance with regulations.
Financial Services
Responsibilities
Advise clients on securities, insurance, and wealth management strategies using market insights and industry research
Conduct client interviews to assess financial position, resources, liabilities, cash flow, insurance coverage, tax status, and goals
Develop tailored financial plans and recommend appropriate products and services
Maintain compliance with regulations and internal procedures while applying deep knowledge of market conditions and investment strategies
Create and execute annual sales plans to achieve revenue and asset growth targets
Build and maintain strong client relationships through regular communication
This role will cover Delaware County and Philadelphia County branches including Springfield, Brookhaven, and Overbrook Park
Qualification
Required
Minimum 5 years of related sales experience
Required licenses: NASD Series 7, 63, 65/66, and PA insurance license
Proficiency in MS Office
Clean Form U-4
Strong analytical skills and expertise in investment and money management techniques
Excellent interpersonal and relationship-building abilities
Preferred
CFP or similar designation
Bachelor's degree
Company
Citadel Wealth Management
Citadel Wealth Management was founded on a simple belief: genuine care and trusted relationships should guide every financial decision.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase