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C&N · 1 week ago

Wealth Advisor

Williamsport, PA

Full-time

Onsite

Mid Level

4+ years exp

C&N is a wealth management company focused on helping individuals, families, and businesses achieve their financial goals. As a Wealth Advisor, you will develop personalized financial strategies and build strong relationships with clients to empower them in their financial decisions.

BankingFinancial ServicesInsuranceVenture Capital

Growth Opportunities

Responsibilities

Partner with clients to understand their unique needs

Develop customized financial strategies

Help them navigate the many stages of life with clarity and confidence

Build trusted relationships

Offer advice

Make complex financial conversations feel simple, personal, and empowering

Qualification

Financial services experienceBusiness developmentSales experienceAnalytical skillsPortfolio managementCommunication skillsClient serviceCredit principlesActive listeningRelationship-building

Required

Has 4-6 years of experience in financial services, wealth management, or a related field (or an equivalent combination of education and experience)

Brings strong business development and sales experience, with a passion for growing client relationships

Possesses excellent communication, active listening, and relationship-building skills

Has strong analytical, research, and portfolio management abilities

Understands basic credit and lending principles

Is committed to delivering exceptional client service and financial guidance

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

97% of Citizens & Northern Bank customers say they would recommend us to their family and friends.

Founded in 1864

Wellsboro, Pennsylvania, USA

201-500 employees

http://cnbankpa.com

Funding

Current Stage

Growth Stage

Total Funding

$15M

2021-05-20Debt Financing· $15M

Leadership Team

Brad Scovill

President & CEO

Recent News

thefly.com

Citizens & Northern price target raised by $1 at Piper Sandler, here's why

2025-10-24

Monteverde & Associates PC

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Susquehanna Community Financial, Inc. (OTCMKTS: SQCF)

2025-07-23

Morningstar.com

KBRA Comments on Citizens & Northern Corporation's Proposed Acquisition of Susquehanna Community Financial, Inc.

2025-04-25

Company data provided by crunchbase