Wealth Advisor at C&N. Build trusted relationships with clients to understand their unique needs and develop customized financial strategies.
Requirements
- 4-6 years of experience in financial services, wealth management, or a related field
- Strong business development and sales experience
- Excellent communication, active listening, and relationship-building skills
- Strong analytical, research, and portfolio management abilities
- Understanding of basic credit and lending principles
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