Top 492 Citadel Jobs | SimplyHired

Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Microsoft Office
- Analysis skills
Branch Clinical Manager (RN) Home Health
Adaptive Home Health —Detroit, MI
- Full-time
- RN License
- Home Health
- Senior level
Quick Apply
Maintenance Mechanic
Citadel Federal Credit Union —Exton, PA
- On call
- Customer service
- Mid-level
- Office
SBA Business Development Officer - Northern Region
Citadel Federal Credit Union —Exton, PA
- Hybrid work
- 7 years
- Office
- Senior level
Retail Store Lead
Citadel Pacific Ltd.- ROHQ —Tamuning, GU
- From $9.25 an hour
- Full-time
- Background check
- Merchandising
- Mid-level
Quick Apply
Float Occupational Therapist (OT)
Woven Care —Colorado Springs, CO
- Float pool
- Master's degree
- Clinic
- Continuing education credits
- Paid holidays
Quick Apply
Branch Clinical Manager (RN) Home Health
Adaptive Home Health —Las Vegas, NV
- $105,000 - $115,000 a year
- Full-time
- RN License
- Home Health
- Senior level
Quick Apply
Occupational Therapist (OT)
Citadel Outpatient Therapy —Mesa, AZ
- $43 - $55 an hour
- Full-time
- CPR Certification
- BLS Certification
- Outpatient experience
- Health savings account
- Health insurance
Quick Apply
7d
Brand Marketing Manager
Citadel Federal Credit Union —Exton, PA
- Hybrid work
- Marketing
- 5 years
- Writing skills
Speech Language Pathologist
Citadel Post-Acute —Mesa, AZ
- $38 - $48 an hour
- 8 hour shift
- CPR Certification
- Inpatient
- Mid-level
- Health savings account
- Health insurance
Quick Apply
7d
Director of Information Security Risk and Compliance
Citadel Electric Group —Oak Grove, MO
- Full-time
- Background check
- Construction site
- Inventory management
- Profit sharing
- Health insurance
Quick Apply
4d
COTA (Float)
Woven Care —Colorado Springs, CO
- Float pool
- Mid-level
- Clinic
- Continuing education credits
- Paid holidays
Quick Apply
Security Officer
Citadel Security USA —Edwards, CO
- Up to $26.50 an hour
- Overnight shift
- Background check
- 18 years or older
- Customer service
Quick Apply
14d
Security Officer
Citadel Security USA —Rifle, CO
- Up to $19 an hour
- Weekends as needed
- Military
- Computer literacy
- Writing skills
- Paid training
- Opportunities for advancement
Quick Apply
5d
Registered Nurse
The Citadel Post-Acute —Mesa, AZ
- From $36 an hour
- Full-time
- Skilled nursing facility
- LPN
- In-person
- Health insurance
- Dental insurance
Quick Apply
7d
Physical Therapy Assistant PTA
Citadel Outpatient Therapy —Mesa, AZ
- $28 - $34 an hour
- Full-time
- CPR Certification
- BLS Certification
- Physical & Rehabilitation Medicine
- Health savings account
- Health insurance
Quick Apply
7d
Physical Therapy Assistant PTA
Citadel Post Acute —Mesa, AZ
- $28 - $34 an hour
- Full-time
- CPR Certification
- BLS Certification
- Physical & Rehabilitation Medicine
- Health savings account
- Health insurance
Quick Apply
7d
Fleet Manager
Citadel Security USA —Denver, CO
- $60,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Opportunities for advancement
Quick Apply
7d
Dietary Aide
Citadel At Saint Benedict —Niles, IL
- $16.50 - $17.61 an hour
- Full-time
- Skilled nursing facility
- English
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
7d
Event Operations Coordinator
Citadel Security USA —Grand Junction, CO
- Up to $23 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Opportunities for advancement
Quick Apply
11d

I want to receive the latest job alert for citadel

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

citadel jobs near

Centralized Wealth Management Advisor

Citadel Federal Credit Union -
West Chester, PA

Apply Now

Job Details

Qualifications

Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Job Overview

Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastest‑growing Mass Market client segment — all through warm, inbound member engagement with no cold calling.

As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline.

This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them.

Why This Role Matters

Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.

What You'll Do

Deliver Service that Builds Relationships

Serve as primary point of contact for Mass Market clients.
Manage and service a centralized, pooled book of business.
Handle high-touch support and conduct appointments via phone or virtual channels.

Identify Opportunities through Service

Review book to identify changes in financial status or needs.
Surface opportunities for deeper planning and investments.
Convert inbound leads and nurture centralized leads.
Execute targeted drip campaigns.

Develop Your Advisory Skillset

Learn core advisory competencies.
Gain experience assessing member profiles.
Participate in ongoing coaching and development.

What Success Looks Like

Members feel supported and confident.
Opportunities identified through service grow relationships.
The centralized book is organized and growing.
You progress toward readiness for a full advisor role.

Who You Are

A relationship builder with warmth and professionalism.
A clear communicator able to simplify complex topics.
A team player who values shared success.
A self-starter eager to grow.
Comfortable in a phone- and digital-first model.

Qualifications

2+ year experience in financial services or client service.
Required: Series 6, 63, PA Health/Life/Variable.
Preferred: Series 7 and 65/66 (or obtain within 6 months).
Bachelor’s degree preferred.
Strong analytical, organizational, and follow-up skills.
Proficiency in MS Office and virtual engagement tools.

What We Offer

A collaborative advisory team.
A platform built around CRM and long-term relationships
Access to sophisticated investment framework for scaled advice.
Opportunity to create a book of business through Mass Market engagement.
Competitive compensation and benefits.

Licenses & Certifications

Required

Series 63
Series 6

Preferred

Series 66
Series 65

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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

citadel jobs

Centralized Wealth Management Advisor

Branch Clinical Manager (RN) Home Health

Maintenance Mechanic

SBA Business Development Officer - Northern Region

Retail Store Lead

Float Occupational Therapist (OT)

Branch Clinical Manager (RN) Home Health

Occupational Therapist (OT)

Brand Marketing Manager

Speech Language Pathologist

Director of Information Security Risk and Compliance

COTA (Float)

Security Officer

Security Officer

Registered Nurse

Physical Therapy Assistant PTA

Physical Therapy Assistant PTA

Fleet Manager

Dietary Aide

Event Operations Coordinator

I want to receive the latest job alert for citadel

Related Searches

Explore jobs in more locations

Licenses & Certifications

Job Seeker Tools

Employer Tools

Browse

Stay Connected