Financial Services Leader
3 weeks ago
C&N Bank offers a unique opportunity for a talented Senior Wealth Advisor to join our growing Wealth Management Team. As a respected financial professional, you will be responsible for leading client relationships and providing expert financial guidance.
About Us:C&N Bank has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates for over 160 years. Our values of teamwork, excellence, respect, responsibility, integrity, and having fun set us apart from other banks.
Job Description:- Lead client relationships and develop tailored wealth strategies
- Manage complex portfolios and deliver exceptional client service
- Collaborate with the portfolio management team to achieve clients' investment goals
- 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
The estimated annual salary for this position is $150,000 - $220,000, based on experience.
Why Choose C&N Bank?We offer a collaborative and supportive culture, competitive salary and benefits, and opportunities for professional growth and development. Join our team and make a meaningful impact in the lives of our clients.
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