Senior Financial Advisor - Lancaster County

Company: Citadel Federal Credit Union
Location: Lancaster
Posted on: May 14, 2023

Job Description:

Citadel's Wealth Management team is expanding. We are looking for Sr. Financial Advisors who will use their expertise in investment strategies, securities, and insurance to develop financial plans for our highly regarded customers in our Lancaster branches. -Citadel offers a full line of investment products, including managed accounts, mutual funds, annuities, equities, and fixed income securities in a financial planning setting.In This Role, You Will

• Provide customers with information and advice on purchase or sale of securities, financial services, insurance, and investment plans based on review of professional publications and other financial literature, as well as knowledge of securities market and financial services industry.
• Interview customers to determine financial position, resources, assets available to invest, liabilities, cash flow, insurance coverage, tax status, and financial goals. This data is to be analyzed so that a financial plan can be tailored to the needs of the customer.
• Recommend financial products and services to clients for investment and insurance purposes.
• Apply knowledge of securities, investment plans, insurance, market conditions, and regulations, as well as the financial situation of customers.
• Develop and implement annual sales plan designed to achieve desired annual goal.
• Extremely adept with numbers and savvy about a wide variety of investing and money management techniques.What it Takes
  • 5 years+ of related sales experience required
  • NASD Series 7, 63, 65/66 required, PA insurance license required; Certified Financial Planner (CFP) or other industry designation preferred. Bachelor's degree preferred
  • Clean Form U-4 requiredFulfilling your roleProvide quality Citadel Class Service to clients (internal and external), being compliant with all CFS Financial and Citadel operational procedures, properly completing all advisory practice management expectations and achieving budgeted GDC and AUM projections. -Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Citadel Federal Credit Union, Lancaster , Senior Financial Advisor - Lancaster County, Accounting, Auditing , Lancaster, Pennsylvania