Senior Wealth Advisor

About the role

C&N is seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth of our Wealth Management division. In this role, you’ll develop new client relationships, provide comprehensive wealth planning and investment management solutions, and collaborate closely with internal banking partners to expand C&N’s wealth services.

Responsibilities

• Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies.
• Business Development: Source new wealth management relationships, grow assets under management, cultivate centers of influence, and develop new opportunities through networking, referrals, and community engagement.
• Internal Partnership & Collaboration: Partner proactively with retail banking, commercial banking, mortgage, and other internal teams to position C&N's Wealth Management services and generate cross-referral opportunities.
• Financial Strategy & Client Solutions: Lead clients through all phases of the wealth planning process by developing customized financial strategies that align with their goals and evolving financial needs.
• Leadership & Mentorship: Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team.
• Technology & Relationship Management: Leverage Salesforce CRM and wealth planning technology to manage client relationships, monitor business development activity, and maintain a healthy prospect pipeline.

Requirements

• Education & Experience: Bachelor’s degree (MBA preferred) AND 7+ years of experience advising high-net-worth individuals and families (experience working with business owner clients is preferred) OR an equivalent combination of education and experience.
• Required Certifications: CFP, FINRA Series 7 & 66, Pennsylvania Insurance License (within 6 months)
• Preferred Certifications: CFA, CTFA, CIMA, ChFC, CEPA

Skills

• Relationship Management
• Business Development
• Sales Experience
• Financial Planning & Advisory
• Investment Management
• Strong Communication & Presentation Skills
• Active Listening
• Leadership & Mentorship
• Critical Thinking
• Collaboration & Teamwork
• Attention to Detail
• Wealth Planning Technology (e.g., eMoney)
• CRM & Pipeline Management
• Public Speaking & Networking

Key Competencies

• Business Insight: Understands business operations, market trends, and applies knowledge to drive results.
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Builds Effective Teams: Creates diverse, cohesive teams with shared goals, fosters belonging, celebrates successes, and promotes collaboration.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Ambiguity: Navigates uncertainty with confidence, makes decisions without complete information, and remains calm and effective in dynamic situations.

Benefits

At C&N, we offer a comprehensive benefits package designed to support your well-being, career growth, and work-life balance. Highlights include:

• 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, plus an 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.