Senior Wealth Advisor — Holistic Planning & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
This posting is for the Senior Wealth Advisor — Holistic Planning & Growth role at Citadel Federal Credit Union, based in Exton, PA, United States.
As a Senior Wealth Advisor — Holistic Planning & Growth, you will play an important part at Citadel Federal Credit Union in Exton, PA, United States.
We invite applications for the Senior Wealth Advisor — Holistic Planning & Growth position located in Exton, PA, United States.
The following role is for a Senior Wealth Advisor — Holistic Planning & Growth with Citadel Federal Credit Union.
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