Senior Financial Advisor

2 days ago


State College, Pennsylvania, United States CNB Bank Full time
About CNB Bank

CNB Bank is a premier financial institution that prioritizes exceptional client service. We strive to create long-term relationships with our customers by providing personalized advice and tailored financial solutions.

Estimated Salary: $130,000 - $190,000 per yearJob Responsibilities

As a Wealth Partner at CNB Bank, your primary objective will be to identify client needs, develop effective solutions, and implement strategies to achieve their financial goals. You will collaborate with clients to understand their aspirations, preferences, and risk tolerance.

To excel in this role, you must possess excellent communication and interpersonal skills, enabling you to build strong relationships with clients, colleagues, and stakeholders. You will also need to stay up-to-date with industry developments, regulatory changes, and market trends to provide informed guidance to clients.

Key Requirements
  • 4-year degree in a related field or equivalent combination of education and experience
  • Minimum 10 years' experience in Wealth Management, Wealth Advisement, or a related field
  • Familiarity with FINRA Series 7 and 63 licenses, VA Life & Health license, and CFP or similar professional designation
  • Strong analytical and problem-solving skills
  • Able to work effectively in a team environment
Benefits Package
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs


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