Job Description

Job Description

Job Overview

Citadel’s Wealth Management and Retirement Group is a leader in helping individuals address their financial goals through a holistic approach by providing a full line if investment products and financial services including retirement, tax management, estate planning, risk management, life insurance and annuities as well as all fee based managed account strategies. We are seeking a highly motivated, results-driven individuals who want to work in our Centralized Wealth Management Advisor Team to grow an existing book of business, develop inbound campaign leads and nurture branch referrals. The right individual will be given an opportunity to grow a book of business which will advance them to a Senior Wealth Advisor role.

Responsibilities

• Nurture and grow existing member accounts at Citadel and warm leads for accounts under $100k; as well as, establishing new relationships by fielding inbound campaign calls and making outbound calls to existing members.
• Work with approved list of products for Tier 1 and 2 Client Segments.
• Profile and assess customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals.
• Analyze financial information obtained from clients to determine best the best client segment, strategies, products, and services to help the clients meet their financial objectives.
• Provide necessary information to educate the client prospect about the purpose and details of the financial products, services and strategies being recommended.
• Build and maintain a client base, keep client plans up-to-date and continually focus on growth turning leads into new Wealth Management clients.
• Continual outreach to Centralized Wealth Management book of business to determine if there have been changes to their financial status.
• Achieve annual sales plan goal and lead conversion targets.
• Continually educate and update oneself on industry developments and regulations
• Complete all paperwork and client servicing

Qualifications and Education Requirements

• 1+ year of wealth management industry experience and relationship management required.
• NASD Series 6 & 63 are required. PA Life insurance license is required
• Must be able to obtain NASD Series 7 & 65 within 6 months.
• Clean Form U-4 required.
• Bachelor’s degree preferred
• Certified Financial Planner (CFP) or other industry designation preferred
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic, and the desire to help others plan for and protect their financial futures.
• Team player who possesses excellent communication with a high degree of confidence.
• Strong interpersonal and relationship-building skills are required.
• Strong analytical and problem-solving skills required
• MS Office

Company Description

For more than 80 years, Citadel has steadily grown and offered stability to our customers, community, and employees. Today, Citadel provides banking, investments, and insurance services to more than 200,000 customers. As we continue to expand, we remain committed to providing the very best value to our customers. At over $3 billion in assets, we are one of the Greater Philadelphia area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. In 2018, Citadel was ranked number one among all credit unions in Pennsylvania for providing value to our customers by Callahan & Associates, and was named one of the best performing credit unions in the nation by SNL Financial. To learn more, visit CitadelBanking.com.

Company Description

For more than 80 years, Citadel has steadily grown and offered stability to our customers, community, and employees. Today, Citadel provides banking, investments, and insurance services to more than 200,000 customers. As we continue to expand, we remain committed to providing the very best value to our customers. At over $3 billion in assets, we are one of the Greater Philadelphia area’s largest locally owned financial institutions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. In 2018, Citadel was ranked number one among all credit unions in Pennsylvania for providing value to our customers by Callahan & Associates, and was named one of the best performing credit unions in the nation by SNL Financial. To learn more, visit CitadelBanking.com.