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© All Rights Reserved. ApplyBlast.com
Citadel Credit Union
The Senior Financial Advisor at Citadel Wealth Management will serve as the primary trusted advisor for high‑value clients, designing comprehensive wealth strategies that span investments, retirement, tax, estate, insurance, and legacy planning. The role focuses on building lasting relationships, growing a book of business through referrals, and mentoring junior advisors while upholding a client‑first fiduciary standard.
Why Citadel? Because we’re different. Really. Many banks say it, but at Citadel, we live it every day in how we do business and how we make a difference. Learn more about what sets Citadel apart.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Citadel Credit Union.
Citadel Credit Union didn’t post a salary, so this is our estimate from similar listings.
17% below the average for this role