Senior Wealth Advisor
About the role
At C&N, wealth management is more than just managing investments — it's about helping individuals, families, and businesses find clarity, confidence, and peace of mind in every financial decision they make. That’s where you come in. As a Senior Wealth Advisor, you’re not just building portfolios, you’re building trust. You're the steady hand that helps clients navigate complex financial decisions, align their wealth with their goals, and protect their legacy for generations to come. From the first conversation to long-term partnerships, you’ll be the one who helps make life’s biggest financial moments feel a little easier, and a lot more empowering.
Responsibilities
- Build and maintain meaningful client relationships
- Develop and implement tailored wealth strategies
- Lead with both expertise and empathy to help clients navigate complex financial decisions
- Collaborate with other advisors and teams to provide comprehensive financial planning
- Stay current with industry trends and regulatory changes
- Represent C&N at networking events and community activities
Requirements
- 8-10 years of wealth management, financial advisory, or private banking experience
- Holds or is willing to obtain required FINRA and insurance certifications
- Strong communication, analytical, and business development skills
- Able to build long-term relationships and provide personalized service
- Passionate about making a difference in clients’ lives
Qualifications
- Bachelor’s degree in finance, economics, or a related field
- Series 7, 65, and 66 licenses (or willingness to obtain)
- Experience in financial planning and investment management
- Excellent interpersonal and communication skills
- Ability to manage multiple projects and priorities effectively
Skills
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain strong client relationships
- Knowledge of financial planning and investment strategies
- Proficiency in Microsoft Office Suite
Benefits
- Paid time off
- Roth and traditional 401(k) plans with employer match
- Employee Stock Ownership Plan (ESOP)
- Health, dental, and vision coverage
- Flexible spending accounts (FSAs) for medical and dependent care
- Life and disability insurance
- Customizable benefits package
- Education and development programs
Pay
Competitive salary based on experience and qualifications
Schedule
Full-time position with flexible hours to accommodate client needs