What are the responsibilities and job description for the Wealth Management Expert position at C&N Bank?
Company Overview
C&N Bank is a financial institution that has been committed to creating value through lifelong relationships with its customers, communities, shareholders, and teammates for over 160 years. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.
We believe in fostering a culture where every employee thrives. We are a team of passionate, imaginative professionals dedicated to making a positive difference. Our employees are the heart of what we do, and we strive to create an environment where everyone can develop and learn along with their teammates.
Job Description
The Senior Wealth Advisor will lead client relationships and offer expert financial planning and investment management services. The role involves creating and implementing tailored wealth strategies, managing complex portfolios, and delivering exceptional client service.
Responsibilities include developing and managing existing client relationships, implementing financial plans, working with the portfolio management team, and actively participating in development of new business and networking opportunities.
Required Skills and Qualifications
- Exceptional written and verbal communication skills
- Proficient in public speaking and engaging on social media platforms
- Keen attention to detail and accuracy
- Collaborative mindset with a strong client-centric focus
- Proven leadership and management experience in Wealth Management or Financial Services
Benefits
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 addition to a competitive salary, C&N provides a robust benefit offering, including paid time off, 401(k) pretax and ROTH eligible contributions, employee stock ownership plan, health, dental, and vision coverage, health savings account, flexible spending accounts, employer-paid life insurance, and disability coverage.
