Citadel Credit Union
Senior Financial Advisor - Delaware County
Citadel Credit Union, Glen Mills, Pennsylvania, United States
Join to apply for the
Senior Financial Advisor - Delaware County
role at
Citadel Credit Union . Citadel’s Wealth Management team is expanding. We are looking for Senior 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. In This Role, You Will
Provide customers with information and advice on securities, financial services, insurance, and investment plans based on professional publications, financial literature, and industry knowledge. Interview customers to assess their financial position, resources, assets, liabilities, cash flow, insurance coverage, tax status, and financial goals, then tailor financial plans accordingly. Recommend financial products and services for investment and insurance purposes. Apply knowledge of securities, investment plans, insurance, market conditions, and regulations to client situations. Develop and implement an annual sales plan to achieve targets. Be highly skilled with numbers and knowledgeable about various investment and money management techniques. What It Takes
At least 5 years of related sales experience. Required licenses: NASD Series 7, 63, 65/66, PA insurance license; CFP or similar industry designation preferred. Bachelor’s degree preferred. Clean Form U-4 required. Fulfilling Your Role
Provide quality Citadel Class Service to clients, ensure compliance with operational procedures, complete advisory practice management tasks, and meet GDC and AUM goals. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Banking
#J-18808-Ljbffr
Senior Financial Advisor - Delaware County
role at
Citadel Credit Union . Citadel’s Wealth Management team is expanding. We are looking for Senior 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. In This Role, You Will
Provide customers with information and advice on securities, financial services, insurance, and investment plans based on professional publications, financial literature, and industry knowledge. Interview customers to assess their financial position, resources, assets, liabilities, cash flow, insurance coverage, tax status, and financial goals, then tailor financial plans accordingly. Recommend financial products and services for investment and insurance purposes. Apply knowledge of securities, investment plans, insurance, market conditions, and regulations to client situations. Develop and implement an annual sales plan to achieve targets. Be highly skilled with numbers and knowledgeable about various investment and money management techniques. What It Takes
At least 5 years of related sales experience. Required licenses: NASD Series 7, 63, 65/66, PA insurance license; CFP or similar industry designation preferred. Bachelor’s degree preferred. Clean Form U-4 required. Fulfilling Your Role
Provide quality Citadel Class Service to clients, ensure compliance with operational procedures, complete advisory practice management tasks, and meet GDC and AUM goals. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industry: Banking
#J-18808-Ljbffr