About this role
Centralized Wealth Management Advisor at Citadel Wealth Management. Location: West Chester, Pennsylvania, United States. Role: serve primary, manage book, conduct appointments Requirements: 2+ years in financial services or client service; required Series 6, 63, PA Health/Life/Variable; preferred Series 7 and 65/66; bachelor's degree preferred. Category: Finance and Accounting Seniority: Mid Level Tools: MS Office, CRM, Virtual engagement tools Certifications: series 66, series 65, series 63, series 6 Commitment: Full Time Workplace: Onsite Languages: English