Associate Wealth Advisor

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through initiatives like “Giving Back, Giving Together,” to making decisions in the long-term interests of our shareholders, C&N is committed to being the only financial institution our customers will ever need. At the heart of what we do are our employees—a team of passionate, imaginative professionals dedicated to making a positive difference. We foster a culture where every employee thrives, supporting your career aspirations and appreciating your talents.

About the role

We’re seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor. In this role, you’ll gain hands-on experience in wealth planning, investment management, trust services, business development, and client relationship management. As you achieve licensing milestones, you’ll begin working directly with clients while building the skills needed to develop your own book of business. If you’re passionate about helping clients achieve their financial goals and eager to grow within a collaborative Wealth Management team, this is an outstanding opportunity.

Responsibilities

• Client Relationship Management: Support Wealth Advisors in servicing client relationships by maintaining regular communication, preparing client materials, coordinating follow-up, and assisting with account administration.
• Sales Support & Wealth Solutions: Learn C&N's wealth management products and services while supporting investment, trust, brokerage, and insurance solutions. As licensing requirements are met, begin working directly with clients under the supervision of a Wealth Advisor.
• Business Development: Participate in business development activities through networking, referrals, collaboration with internal banking partners, and proactive outreach while developing the skills to build your own book of business.
• Account Administration & Compliance: Prepare account documentation, support onboarding activities, maintain accurate records, and ensure compliance with regulatory requirements and internal policies.
• Professional Development: Complete required licensing and training while building expertise in financial planning, investment management, retirement strategies, trust services, and relationship management.

Requirements

• Education & Experience: Bachelor’s degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.
• Required Certifications:
  • FINRA Series 7 & 66 within 6 months of start date
  • Applicable State Life & Health Insurance Licenses within 1 year of start date

Skills

• Relationship Building
• Customer Service
• Business Development
• Sales Experience
• Strong Communication & Presentation Skills
• Active Listening
• Financial Planning Fundamentals
• Attention to Detail
• Critical Thinking
• Collaboration & Teamwork
• Time Management & Organization
• Adaptability

Key Competencies

• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.

Benefits

At C&N, we offer more than just a competitive salary—our robust benefits package is designed to support your well-being, career growth, and work-life balance.

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retirement Savings:
  • 401(k) with pre-tax and ROTH contribution options and a safe harbor match
  • Employee Stock Ownership Plan (ESOP)
• Health & Wellness:
  • Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care
  • Employer-paid life and disability insurance
  • Additional voluntary coverages to meet your unique needs
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.