Senior Wealth Advisor

Who are we?

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, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You’re an experienced financial professional who enjoys building trusted relationships and helping clients achieve their long-term financial goals. At C&N, we’re seeking a Senior Wealth Advisor to serve affluent and mass-affluent clients by providing comprehensive wealth management solutions while expanding our presence in Southeast Pennsylvania.

In this role, you’ll deliver personalized financial guidance, develop new business opportunities, and collaborate with internal partners to provide investment management, retirement planning, estate planning, insurance, and lending solutions. If you’re passionate about helping clients navigate complex financial decisions while growing a successful book of business, this could be the perfect next step in your career.

You will be responsible for:

1. Client Relationship Management: Build, manage, and retain relationships with affluent and mass-affluent clients by delivering personalized financial guidance and maintaining regular communication throughout the wealth planning process.

2. Comprehensive Wealth Planning: Provide tailored solutions in investment management, retirement planning, estate planning, insurance, business succession planning, and lending while helping clients achieve their long-term financial goals.

3. Business Development: Grow assets under management by developing new client relationships, cultivating centers of influence, networking within the community, and identifying opportunities to expand C&N's Wealth Management services.

4. Strategic Collaboration: Partner with internal business lines to deliver comprehensive financial solutions while serving as a trusted resource for teammates and clients.

5. Leadership & Market Development: Contribute innovative ideas, strengthen C&N's presence in existing and emerging markets, and help advance the continued growth of the Wealth Management division.

Requirements:

Education & Experience – You will need a Bachelor’s degree (MBA or Master's Degree preferred) AND 8–10 years of relevant Wealth Management experience OR an equivalent combination of education and experience.

Required Certifications -

• FINRA Series 7 & 63 (at start)

• Series 65 and Pennsylvania Insurance License (within 6 months)

Preferred Certifications –

• CFP
• CTFA
• CIMA
• ChFC

Skills – You should possess well-developed abilities and a proven track record in the following areas:

• Relationship Management
• Business Development
• Sales Experience
• Financial Planning & Advisory
• Investment Management
• Strong Communication
• Active Listening
• Critical Thinking
• Leadership
• Attention to Detail
• Collaboration & Teamwork
• Public Speaking & Networking

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

• 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.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success:

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. 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.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.