Senior Wealth Advisor jobs in United States
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C&N · 1 day ago

Senior Wealth Advisor

positionWellsboro, PA
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

C&N is a wealth management company focused on helping individuals, families, and businesses achieve clarity and confidence in their financial decisions. The Senior Wealth Advisor will build trust with clients, develop tailored wealth strategies, and support them in navigating complex financial situations.

BankingFinancial ServicesInsuranceVenture Capital
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Growth Opportunities

Responsibilities

Building trust with clients and helping them navigate complex financial decisions
Aligning clients' wealth with their goals and protecting their legacy
Developing tailored wealth strategies

Qualification

Wealth management experienceFINRA certificationInsurance certificationBusiness development skillsAnalytical skillsCommunication skillsCollaborative leadership

Required

Has 8-10 years of wealth management, financial advisory, or private banking experience
Holds or is willing to obtain required FINRA and insurance certifications
Is a collaborative leader with strong communication, analytical, and business development skills
Finds purpose in making a difference in clients' lives

Benefits

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.

Company

C&N

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97% of Citizens & Northern Bank customers say they would recommend us to their family and friends.
dateFounded in 1864
location
Wellsboro, Pennsylvania, USA
people-size201-500 employees
web-link
http://cnbankpa.com

Funding

Current Stage
Growth Stage
Total Funding
$15M
2021-05-20Debt Financing· $15M

Leadership Team

B
Brad Scovill
President & CEO
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Recent News

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Company data provided by crunchbase