About this role
Senior Financial Advisor at Citadel Wealth Management. Location: West Chester, Pennsylvania, United States. Role: design futures, trusted advisor, grow book Requirements: 5+ years in financial advisory; active securities licensing; CFP/CFA/ChFC preferred; proven ability to grow and retain a book of business; holistic financial planning expertise. Category: Finance and Accounting Seniority: Senior Level Tools: Securities licensing, Holistic financial planning tools, Portfolio management tools Certifications: series 65, series 63, series 6 Commitment: Full Time Workplace: Onsite Languages: English