The Citadel

Senior Financial Advisor - Citadel Wealth Management

The Citadel • $100K — $120K *
Harleysville, PA 19438In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years in financial advisory or wealth management roles
  • Active securities licensing (Series 7 & 66 or equivalent)
  • CFP®, CFA®, ChFC®, or similar designation strongly preferred
  • Proven success in growing and retaining a book of business
  • Deep experience in holistic financial planning
  • Collaborative mindset with coaching abilities

Responsibilities

  • Design comprehensive financial strategies translating life goals into actionable plans
  • Act as the primary trusted advisor for high-value clients
  • Expand the book of business through referrals and community partnerships
  • Collaborate with branch partners to deliver full financial solutions
  • Guide clients through complex market changes and financial decisions

Benefits

  • Platform designed for sophisticated planning and long-term client relationships
  • Competitive compensation with potential for strong growth
  • Comprehensive marketing, operational, and leadership support
  • Access to advanced planning and portfolio management tools
  • Opportunity to influence the advisory practice's future
Full Job Description
Job Overview

Be a strategist. Be a guide. Be the difference.

What You'll Do

At Citadel Wealth Management, putting clients' needs first is at the heart of everything we do, guiding every recommendation, plan, and interaction.
  • 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.

What Success Looks Like
  • Clients see you as their first call for any financial decision or life change
  • Your book grows through loyalty, referrals, and trust
  • Financial plans become personalized strategies aligned with client's values, not static documents
  • Junior advisors seek you out for insight and coaching
  • You elevate both client outcomes and the advisor practice

Who You Are
  • An experienced advisor who combines expertise with genuine care for clients
  • A clear and confident communicator who makes complex strategies simple and actionable
  • A relationship builder who values trust and long-term partnerships over transactions
  • A strategic thinker who thrives on creating personalized plans while enjoying meaningful client conversations
  • A fiduciary professional committed to the highest standards of integrity and client-first service

What We Are Looking For
  • 5+ years in financial advisory or wealth management roles
  • Active securities licensing (Series 7 & 66 or equivalent)
  • CFP®, CFA®, ChFC®, or similar designation strongly preferred
  • Proven success growing and retaining a book of business
  • Deep experience in holistic financial planning
  • A collaborative mindset and a natural coaching presence

What We Offer
  • A platform built for sophisticated planning and long-term relationships
  • Competitive compensation with strong growth upside
  • Marketing, operational, and leadership support
  • Access to modern planning and portfolio tools
  • The opportunity to shape the future of our advisory practice


About The Citadel

The Citadel, The Military College of South Carolina, is a public college in Charleston, South Carolina. It was founded in 1842 as the South Carolina Military Academy. The Citadel is one of six senior military colleges in the United States, and is known for its rigorous academic and military programs. The college offers 23 undergraduate majors and 38 minors, and has a student-to-faculty ratio of 12:1. The Citadel has a diverse student body, with students from 45 states and 10 countries. The college has a strong alumni network, with over 30,000 living graduates.
Learn more about The Citadel
Size
700 employees
Industry
Education, Government & Non-Profit
* Ladders Estimates

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