Senior Wealth Advisor

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. 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.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You are a seasoned financial professional with extensive experience in wealth management, investment strategies, and financial planning. If so, 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, and offering expert financial planning and investment management services. The role involves creating and implementing tailored wealth strategies, managing complex portfolios, and delivering exceptional client service. If you're passionate about making a meaningful impact and ready to elevate your career, we invite you to join us. Continue reading to learn more!

You will be responsible for:

1. Developing and managing existing client relationships, including ongoing regular client contact and communications.
2. Implementing financial plans, including coordination of estate, insurance and tax strategies.
3. Working with the portfolio management team to incorporate clients’ investment strategies with their planning objectives.
4. Actively participating in development of new business and networking opportunities.

Requirements:

Education & Experience – 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 experience in wealth management, financial advisory, or private banking.

Required Certifications:

FINRA Series 7, 63 (at start), 65 and PA Insurance (within 6 months)

Recommended Certifications:

CFP, CTFA, CIMA, ChFC

Skills – You should possess well-developed abilities and a proven track record in the following areas:

• 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.
• Actively contributes to team efforts, leveraging collective strengths to deliver outstanding client outcomes.
• Proven leadership and management experience in Wealth Management or Financial Services.

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

• Business Insight: Understands business operations, market trends, and applies knowledge to drive results.
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Builds Effective Teams: Creates diverse, cohesive teams with shared goals, fosters belonging, celebrates successes, and promotes collaboration.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Ambiguity: Navigates uncertainty with confidence, makes decisions without complete information, and remains calm and effective in dynamic situations.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success:

At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health & Wellness:
  • Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
  • Employer-paid life and disability insurance.
  • Additional voluntary coverages to meet your unique needs.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.