Wealth Management Expert

3 weeks ago

Wellsboro, Pennsylvania, United States C&N Bank Full time

C&N Bank is seeking a skilled Senior Wealth Advisor to join our Wealth Management Team. As a seasoned financial professional, you will lead client relationships and provide expert financial planning and investment management services.

Key Responsibilities:
  • Develop and manage existing client relationships
  • Implement financial plans, including coordination of estate, insurance, and tax strategies
  • Work with the portfolio management team to incorporate clients' investment strategies with their planning objectives
  • Actively participate in development of new business and networking opportunities
Requirements:
  • Bachelor's degree from an accredited college or university (M.B.A. or M.A. preferred)
  • 8-10 years of relevant experience relating to Wealth Management clients
  • FINRA Series 7, 63 (at start), 65, and PA Insurance (within 6 months) certifications
  • Recommended certifications: CFP, CTFA, CIMA, ChFC
Salary:

The estimated annual salary for this position is $120,000 - $180,000, depending on experience.

Benefits:
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision coverage
  • Retirement plan with employer match
  • Professional development opportunities

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