Senior Financial Advisor - Delaware

Locations

Showing 1 location

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.
• Interview customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals, then analyze data to tailor a financial plan.
• Recommend financial products and services 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.
• Be extremely adept with numbers and savvy about a wide variety of investing and money management techniques.
• 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.

• 5+ years of related sales experience.
• 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.

• Bachelors or better.
• 3 years of experience in wealth management.

• Series 6 (required).
• Series 65.
• Series 63.

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.