Senior Wealth Advisor Holistic Planning & Growth
Citadel Federal Credit Union
Citadel Federal Credit Union is seeking a Senior Financial Advisor to lead holistic wealth management for high-value clients. This role emphasizes strategic planning across investments, retirement, taxes, estate, and legacy considerations within a fiduciary framework.
You will manage long-term client relationships, mentor teammates, and grow a sophisticated book through referrals and community partnerships, delivering integrated financial solutions.
#J-18808-LjbffrVacancy posted 5 days ago
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