Description
The Centralized Wealth Management Advisor serves as the primary high-touch contact for Citadel Wealth Management’s Mass Market clients, managing a centralized pooled book of business, conducting virtual appointments, reviewing client financial profiles, identifying planning and investment opportunities, qualifying inbound leads, and introducing clients to Partners. The role develops core wealth-management and advisory competencies while offering a pathway to a full-scale Financial Advisor position. Candidates need at least two years of financial-services, wealth-management, or premium-client-service experience, current Series 6, 63, and Pennsylvania Health/Life/Variable Insurance licenses, and strong analytical, organizational, and CRM skills; Series 7 and 65/66 licensing is preferred.
