About this opportunity
Citadel Federal Credit Union lists this Senior Wealth Advisor — Holistic Planning & Growth opportunity in exton, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citadel Federal Credit Union is seeking a Senior Financial Advisor to lead holistic wealth management for high-value clients. This role emphasizes strategic planning across investments, retirement, taxes, estate, and legacy considerations within a fiduciary framework.
You will manage long-term client relationships, mentor teammates, and grow a sophisticated book through referrals and community partnerships, delivering integrated financial solutions.
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Worksite address
exton, PA, 19341, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.