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Senior Wealth Management Professional
2 months ago
C&N Services LLC is a leading financial institution dedicated to providing exceptional wealth management services to our clients. Our team of experienced professionals is committed to delivering tailored financial solutions that meet the unique needs of each client.
Job SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our Wealth Management Team. As a Senior Wealth Advisor, you will be responsible for leading client relationships, providing expert financial planning and investment management services, and creating and implementing tailored wealth strategies.
Key Responsibilities- Client Relationship Management: Develop and manage existing client relationships, including ongoing regular client contact and communications.
- Financial Planning: Implement financial plans, including coordination of estate, insurance, and tax strategies.
- Investment Management: Work with the portfolio management team to incorporate clients' investment strategies with their planning objectives.
- New Business Development: Actively participate in the development of new business and networking opportunities.
To be successful in this role, you will need:
- Education: A bachelor's degree from an accredited college or university (M.B.A. or M.A. preferred)
- Experience: 8-10 years of relevant experience relating to wealth management clients
- Certifications: FINRA Series 7, 63 (at start), 65, and PA Insurance (within 6 months)
- Skills: Exceptional written and verbal communication skills, proficient in public speaking, keen attention to detail, collaborative mindset, and proven leadership and management experience in wealth management or financial services.
C&N Services LLC is a team-oriented organization that values collaboration, innovation, and excellence. We offer a competitive salary, a robust benefit package, and opportunities for professional growth and development. Our team is dedicated to making a positive impact in the lives of our clients and our communities.
