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Citadel Credit Union · 16 hours ago

Senior Financial Advisor - Delaware County

Springfield, PA

Full-time

Onsite

Senior Level

5+ years exp

Citadel Credit Union is dedicated to providing personalized financial advice that changes lives. As a Senior Financial Advisor, you will manage client portfolios, build lasting relationships, and create impactful financial strategies for individuals and families.

Financial Services

Responsibilities

Design futures, not just financial plans. Translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning

Be the primary trusted advisor. Own long-term relationships with high-value clients and guide them through every stage of wealth

Grow what matters. Expand your book through referrals, partnerships, and our deep roots in the communities we serve

A holistic wealth management planning approach. Collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions

Navigate complexity. Provide steady guidance and expertise through changing markets, life transitions, and major financial decisions

Qualification

Financial advisory experienceActive securities licensingHolistic financial planningCFP® certificationCFA® certificationChFC® certificationCoaching presenceRelationship buildingStrategic thinkingClear communication