Broker Check

Join Our Team

Grow Your Career While Making a Difference

Join Citadel Wealth Management and become part of a team that puts people first. We offer a supportive, collaborative environment where your financial acumen helps clients achieve their financial goals. Grow your career with personalized opportunities while making a meaningful impact on the lives of those we serve.

Work Smarter with Structured Team Support

Our structured team approach offers a holistic support system. We collaborate across specialties, leveraging diverse expertise to provide comprehensive solutions—helping you maximize client outcomes while growing your skills in a collaborative, resource-rich environment.

A Compensation Model That Values You

Our competitive compensation package is just the beginning. With scalable resources and a collaborative team, you’ll have the support and flexibility to grow your business while being part of a firm that values your personal and professional development every step of the way.

Advisors Who Are a Good Fit

Citadel Wealth Management welcomes a range of experienced advisors with different goals and backgrounds to create a truly dynamic workplace. 

Experienced
Advisors

Wirehouse
Advisors

Exiting & Transitioning Advisors

Choose the Path That Fits Your Life

At Citadel Wealth Management, choose the path that fits your goals—join us as an employee or continue to build your own independent firm while still enjoying the support of our network.

Independent

As an independent advisor, you’ll have the freedom to run your own firm while accessing our resources, tools, and support. You’ll maintain control over your practice, offering personalized solutions to clients while benefiting from our expertise and collaborative network.

Start Your Independent Journey

Employee

As an employee, you’ll access shared resources, mentorship, and professional growth opportunities while focusing on what you do best—serving clients and building long-term financial strategies with a dedicated support network behind you.

Explore Citadel Wealth Management Careers

Build a Career That Supports the Life You Want

Join Citadel Wealth Management and access the support, resources, and collaborative environment you need to grow your career—while building the life and future you envision. Choose your path and start today.

Streamline Your Practice with Powerful Management Tools

Marketing Service

We empower advisors to build their brand and grow their business with robust marketing tools, like Growth360 and the FMG marketing suite.

Human Resources

We provide dedicated hiring, benefits, and employee management support to help ensure your practice can run smoothly and efficiently.

Practice Development

We help you grow your practice with tailored strategies and resources, from client acquisition to marketing and branding.

Back Office Support

With our back office support, you can focus on your clients while we handle essential administrative tasks, reporting, and compliance needs.

Dedicated Associate

We mean it when we say we provide support. Our advisors have assigned dedicated associates to help them deliver excellent quality client care.

New Client Onboarding

Our streamlined onboarding process ensures new clients receive a seamless, welcoming experience as they begin working with you.

Our Services

Comprehensive financial solutions designed to support your goals, from retirement planning to business growth.

Explore Our Solutions

Our Approach

We create customized financial strategies that align with your values, goals, and long-term financial vision.

See How We Work

Contact Us

Connect with our team to explore how our resources, support, and compensation model can help you grow your business.

Get in Touch