Senior Wealth Strategist

3 weeks ago

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

C&N Bank is a dynamic and innovative bank that values teamwork, excellence, and customer satisfaction. We are seeking a skilled Senior Wealth Advisor to join our Wealth Management Team and help us deliver exceptional results for our clients.

Job Overview:

As a Senior Wealth Advisor, you will be responsible for leading client relationships, developing tailored wealth strategies, and managing complex portfolios.

Responsibilities:
  • Develop and implement financial plans, including coordination of estate, insurance, and tax strategies
  • Work closely with clients to understand their financial goals and objectives
  • Collaborate with the portfolio management team to achieve clients' investment goals
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
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 $180,000 - $250,000, based on experience.

What We Offer:
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health, dental, and vision coverage
  • A retirement plan with employer match
  • Opportunities for professional growth and development

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