Senior Wealth Advisor
C&NPennsylvania, United States • Pennsylvania, United States
Posted June 12, 2025
Full Time
About the Company
C&N is a financial institution that values relationships, lifelong learning, community involvement, and creating true impact.
Job Description
As a Senior Wealth Advisor, you will build trust with clients, develop tailored wealth strategies, and lead with expertise and empathy. We are looking for an experienced financial professional with 8-10 years of experience and FINRA and insurance certifications.
Requirements
- 8-10 years of wealth management, financial advisory, or private banking experience
- Holds or is willing to obtain required FINRA and insurance certifications
- Collaborative leader with strong communication, analytical, and business development skills
Benefits
- Paid Time Off
- 401(k) with pre-tax and ROTH contribution options and a safe harbor match
- Employee Stock Ownership Plan (ESOP)
- Health, dental, and vision coverage
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- Employer-paid life and disability insurance
- Additional voluntary coverages
