Senior Financial Advisor

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.

There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals.

Citadel’s Wealth Management team is expanding. We are looking for Sr. Financial Advisors who will use their expertise in investment strategies, securities, and insurance to develop financial plans for our highly regarded members.

Citadel offers a full line of investment products, including managed accounts, mutual funds, annuities, equities, and fixed income securities in a financial planning setting.

• Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial literature, as well as knowledge of securities market and financial services industry.
• Interview customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals. This data is to be analyzed so that a financial plan can be tailored to the needs of the customer.
• Recommend financial products and services to clients for investment and insurance purposes.
• Apply knowledge of securities, investment plans, insurance, market conditions, and regulations, as well as the financial situation of customers.
• Develop and implement annual sales plan designed to achieve desired annual goal.
• Extremely adept with numbers and savvy about a wide variety of investing and money management techniques.

• 5 years+ of related sales experience required
• NASD Series 7, 63, 65/66 required, PA insurance license required;
  Certified Financial Planner (CFP) or other industry designation preferred. Bachelor’s degree preferred
• Clean Form U-4 required

Provide quality Citadel Class Service to clients (internal and external), being compliant with all Cetera Financial and Citadel operational procedures, properly completing all advisory practice management expectations and achieving budgeted GDC and AUM projections.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.