What are the responsibilities and job description for the Senior Wealth Advisor position at C&N Bank?
About Us
C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates for over 160 years.
We embody our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.
Our Mission
We partner closely with our customers and guide them toward their life aspirations. We support our local communities through initiatives such as Giving Back, Giving Together, and make the best decisions for the long-term interests of our shareholders.
Our Team
We are a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives.
Who Are You?
You are a seasoned financial professional with extensive experience in wealth management, investment strategies, and financial planning.
Job Summary
We are seeking a Senior Wealth Advisor to join our growing Wealth Management Team. As a Senior Wealth Advisor, your responsibilities include leading client relationships, offering expert financial planning and investment management services, creating and implementing tailored wealth strategies, managing complex portfolios, and delivering exceptional client service.
Key Responsibilities:
- Developing and managing existing client relationships, including ongoing regular client contact and communications.
- Implementing financial plans, including coordination of estate, insurance, and tax strategies.
- Working with the portfolio management team to incorporate clients' investment strategies with their planning objectives.
- Actively participating in development of new business and networking opportunities.
Requirements
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.
Required Certifications: FINRA Series 7, 63 (at start), 65 and PA Insurance (within 6 months).
Recommended Certifications: CFP, CTFA, CIMA, ChFC.
Why C&N?
We are a team working together for a common goal - the success of our customers. You will achieve & grow along with C&N customers, develop & learn along with your teammates, contribute & be rewarded along with our shareholders, and share & celebrate along with our communities.
C&N offers a total rewards package and a collaborative and supportive culture. Our workplace culture has been a repeat recipient of the NBRI Circle of Excellence award, acknowledging a strong culture created by our team for living our values every day.
In combination with a competitive salary, C&N also has a robust benefit offering, including:
- Paid Time Off (vacation, personal, and sick, family sick, and community service)
- 401(k) pretax and ROTH eligible contributions with a safe harbor match
- Employee Stock Ownership Plan
- Health, Dental, and Vision Coverage (including options that are 100% employer-paid for employee-only coverage)
- Health Savings Account
- Flexible Spending Accounts Medical and Dependent
- Employer Paid Life Insurance
- Employer Paid Disability Coverage
- Many more voluntary coverages to customize around your needs
- Education & Development Programs, including Tuition Reimbursement
- Support for Personal and Professional Development
