Senior Financial Advisor - Delaware County

Job description

Job Overview Be a strategist. Be a guide. Be the difference. Why This Role Matters: Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolios—you’ll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients. You’ll be trusted to shape strategy, grow a sophisticated book of business, and serve as a mentor and thought partner to clients and teammates alike. What You’ll Do: At Citadel Wealth Management, putting clients’ needs first is at the heart of everything we do—guiding every recommendation, plan, and interaction. - Design futures, not just financial plans. You will translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning. - Be the primary trusted advisor. You will own long-term relationships with high-value clients and guide them through every stage of wealth. - Grow what matters. You will expand your book through...