Job Information
C&N Bank Senior Wealth Advisor in Wellsboro, Pennsylvania
Description
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 are a seasoned financial professional with extensive experience in wealth management, investment strategies, and financial planning. If so, we are seeking a Senior Wealth Advisor to join our growing Wealth Management Team! As a Senior Wealth Advisor, your responsibilities include leading client relationships, and offering expert financial planning and investment management services. The role involves creating and implementing tailored wealth strategies, managing complex portfolios, and delivering exceptional client service. If you're passionate about making a meaningful impact and ready to elevate your career, we invite you to join us. Continue reading to learn more!
You will be responsible for:
Developing and managing existing client relationships, including ongoing regular client contact and communications.
Implementing financial plans, including coordination of estate, insurance and tax strategies.
Working with the portfolio management team to incorporate clients’ investment strategies with their planning objectives.
Actively participating in development of new business and networking opportunities.
Requirements:
Education & Experience – You will need a bachelor’s degree from an accredited college or university (M.B.A. or M.A. preferred) AND 8-10 years of relevant experience relating to Wealth Management clients.
Required Certifications:
FINRA Series 7, 63 (at start), 65 and PA Insurance (within 6 months)
Recommended Certifications:
CFP, CTFA, CIMA, ChFC
Skills – You should possess well-developed abilities and a proven track record in the following areas:
Exceptional written and verbal communication skills.
Proficient in public speaking and engaging on social media platforms.
Keen attention to detail and accuracy.
Collaborative mindset with a strong client-centric focus.
Actively contributes to team efforts, leveraging collective strengths to deliver outstanding client outcomes.
Proven leadership and management experience in Wealth Management or Financial Services.
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)