What are the responsibilities and job description for the Senior Financial Advisor position at C&N Bank?
Role Summary
The Senior Wealth Advisor will play a critical role in leading client relationships and delivering expert financial planning and investment management services. This position requires a seasoned financial professional with extensive experience in wealth management, investment strategies, and financial planning.
Key Responsibilities
- Develop and manage existing client relationships
- Implement financial plans, including coordination of estate, insurance, and tax strategies
- Work with the portfolio management team to incorporate clients' investment strategies with their planning objectives
- Actively participate in development of new business and networking opportunities
Requirements
To be successful in this role, you will need a bachelor's degree from an accredited college or university (M.B.A. or M.A. preferred) and 8-10 years of relevant experience relating to Wealth Management clients. You should also possess required certifications such as FINRA Series 7, 63, 65, and PA Insurance, and recommended certifications such as CFP, CTFA, CIMA, and ChFC.
