Senior Wealth Advisor — Holistic Planning & Growth
Citadel Credit Union
Citadel Wealth Management is seeking a Senior Financial Advisor to design holistic wealth strategies and deepen client relationships in a dynamic advisory practice. You will guide high-net-worth families and business owners through investments, retirement, tax, and estate planning while mentoring junior advisors and collaborating with branch partners to deliver comprehensive solutions. This role emphasizes fiduciary client-first service, complex planning, and a meaningful impact within our #J-18808-Ljbffr Citadel Credit Union
Vacancy posted 1 day ago
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