Overview

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 customers in our Montgomery County location.

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

In This Role, You Will

• 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.

What it Takes

• 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

Fulfilling your role

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