Centralized Wealth Management Advisor

As a Centralized Wealth Management Advisor, you will serve as the primary point of contact and strategic guide for Citadel Wealth Management’s fastest-growing client segment - the Mass Market client. This role is considered your 1st step to develop as a Financial Advisor within the firm. You will deliver high-touch support to clients while proactively identifying opportunities to deepen relationships and providing introductions to Partners within the firm.

This position seamlessly blends service excellence with early-career advisory development, allowing you to manage a centralized, pooled book of business, qualify inbound leads, and educate clients on comprehensive financial tools.