Financial Consultant

Who are we?

For over 150 years, C&N has shared the values of our communities, local families and businesses, our employees and our shareholders.Living our values every day is what makes us different from other banks - teamwork, excellence, respect, responsibility & accountability, integrity, and having fun.From partnering closely with our customers and clients to help them identify and reach their life goals, to supporting our communities through our Giving Back, Giving Together initiative and making the best decisions for the long term of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

Who are you?

You are a highly self-motivated person that thrives as an individual producer in a team environment. Does this sound like you? If so, our Financial Consultant position could be the perfect opportunity As a Financial Consultant, your responsibilities would include promoting and administering our financial services and products, fostering and cultivating client relationships to ensure satisfaction and to develop additional business, and bringing positive energy, contributing to a positive work culture. If you have a passion for the financial services industry, C&N is a great place to grow your career

You will be responsible for:

1. Relationship Development - Identifying, developing, managing, and nurturing relationships with clients, financial services prospects, branch offices, and centers of influence to promote financial services and products.
2. Sales - Promoting financial services and products with C&N branches and centers of influence, such as accountants, attorneys, and human resource managers, by scheduling regular meetings and providing seminars on topics of interest.
3. Client Services - Promoting Wealth Management's commitment to high quality personal service in the minds of bank staff, clients, prospects, and the community by reviewing and responding to administrative and investment matters promptly.

Requirements:

You will need a Bachelor's degree and 1-2 years of related experience OR an equivalent combination of education and experience.

• Certifications required within 6 months of employment: Series 63 and Series 7
• Certifications required within 1 year of employment: Series 65 (or equivalent) and PA Life and Health Insurance License

You will demonstrate well-developed abilities and/or proven record of success in the following areas:

• Strong Communication
• Attention to Detail
• Active Listening
• Excellent Customer Service Skills

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&N's 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 and 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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