Associate Wealth Advisor

C&N • Coudersport, PA

12d

About The Position

C&N is seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor. In this role, you’ll gain hands-on experience in wealth planning, investment management, trust services, business development, and client relationship management. As you achieve licensing milestones, you’ll begin working directly with clients while building the skills needed to develop your own book of business. This is an outstanding opportunity for someone passionate about helping clients achieve their financial goals and eager to grow within a collaborative Wealth Management team.

Requirements

• Bachelor’s degree in accounting, business, economics, finance, financial management, or a related field is preferred OR an equivalent combination of education and experience.
• 0-2 years of experience in banking, financial services, wealth management.
• FINRA Series 7 & 66 within 6 months of start date.
• Applicable State Life & Health Insurance Licenses within 1 year of start date.
• Well-developed abilities and a proven track record in Relationship Building.
• Well-developed abilities and a proven track record in Customer Service.
• Well-developed abilities and a proven track record in Business Development.
• Well-developed abilities and a proven track record in Sales Experience.
• Well-developed abilities and a proven track record in Strong Communication & Presentation Skills.
• Well-developed abilities and a proven track record in Active Listening.
• Well-developed abilities and a proven track record in Financial Planning Fundamentals.
• Well-developed abilities and a proven track record in Attention to Detail.
• Well-developed abilities and a proven track record in Critical Thinking.
• Well-developed abilities and a proven track record in Collaboration & Teamwork.
• Well-developed abilities and a proven track record in Time Management & Organization.
• Well-developed abilities and a proven track record in Adaptability.

Nice To Haves

• Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.

Responsibilities

• Support Wealth Advisors in servicing client relationships by maintaining regular communication, preparing client materials, coordinating follow-up, and assisting with account administration.
• Learn C&N's wealth management products and services while supporting investment, trust, brokerage, and insurance solutions. As licensing requirements are met, begin working directly with clients under the supervision of a Wealth Advisor.
• Participate in business development activities through networking, referrals, collaboration with internal banking partners, and proactive outreach while developing the skills to build your own book of business.
• Prepare account documentation, support onboarding activities, maintain accurate records, and ensure compliance with regulatory requirements and internal policies.
• Complete required licensing and training while building expertise in financial planning, investment management, retirement strategies, trust services, and relationship management.

Benefits

• Generous vacation, personal, sick, family sick, and community service leave.
• 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• 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.
• Access to education and development programs and ongoing support for personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level