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Confidential

Lewisville, Texas

Citadel Credit Union Logo
Citadel Credit Union

West Chester, Pennsylvania

Confidential

United States - Nationwide

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Quarry Hill Advisors

Saint Paul, Minnesota

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Financial Planner
Title: Financial Planner Supervisor: Director of Financial Planning  JOB SUMMARY At Aspyre, the Associate Advisor plays a vital role in helping clients live intentionally and make confident decisions about their future. This role is centered on building meaningful relationships, leading strategic conversations, and creating lasting impact in clients’ lives. You will serve as the lead advisor for select clients, guiding them through life transitions and helping them align financial choices with personal values and long-term goals. For other relationships, you’ll collaborate with senior Wealth Managers to co-create and


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