Centralized Wealth Management Advisor

Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastest‑growing Mass Market client segment — all through warm, inbound member engagement with no cold calling. As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline. This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound