Senior Wealth Advisor

Citizens • Sayre, PA

201d

About The Position

At C&N, wealth management is more than just managing investments - it's about helping individuals, families, and businesses find clarity, confidence, and peace of mind in every financial decision they make. As a Senior Wealth Advisor, you're not just building portfolios, you're building trust. You're the steady hand that helps clients navigate complex financial decisions, align their wealth with their goals, and protect their legacy for generations to come. From the first conversation to long-term partnerships, you'll be the one who helps make life's biggest financial moments feel a little easier, and a lot more empowering. We're looking for an experienced, highly credentialed financial professional who thrives on building meaningful client relationships, developing tailored wealth strategies, and leading with both expertise and empathy.

Requirements

• 8-10 years of wealth management, financial advisory, or private banking experience.
• Holds or is willing to obtain required FINRA and insurance certifications.
• Strong communication, analytical, and business development skills.
• Collaborative leader who finds purpose in making a difference in clients' lives.

Responsibilities

• Build and maintain meaningful client relationships.
• Develop tailored wealth strategies for clients.
• Guide clients through complex financial decisions.
• Align clients' wealth with their financial goals.
• Protect clients' legacies for future generations.

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.
• 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.
• Access to education and development programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 251-500 employees