Destava

Centralized Wealth Management Advisor

CIT1012CITAD is hiring for Centralized Wealth Management Advisor in West Chester, PA. Mid level. First seen September 17, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
CIT1012CITAD
Where
West Chester, PA
Level
Mid
First seen
September 17, 2026
Listed via
UKG

What the posting says

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…

Read more and apply on CIT1012CITAD's site

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