Senior Wealth Advisor

Description

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:

+ 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:

Education & Experience You will need a bachelors 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

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.

Why C&N?

C&N is a team people working together for a common goal the success of our customers.

You will achieve & grow along with C&N customers,

You will develop & learn along with your teammates,

You will contribute & be rewarded along with our shareholders,

And you will share & celebrate along with our communities.

C&Ns a total rewards package and a collaborative and supportive culture. The C&N 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)