Senior Wealth Advisor

Careers@C&N • Doylestown, PA

1d • Onsite

About The Position

C&N is seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth of our Wealth Management division. In this role, you’ll develop new client relationships, provide comprehensive wealth planning and investment management solutions, and collaborate closely with internal banking partners to expand C&N’s wealth services. If you’re an experienced advisor with an entrepreneurial mindset who enjoys building lasting relationships and delivering sophisticated financial strategies, this could be the perfect opportunity to make a meaningful impact.

Requirements

• Bachelor’s degree (MBA preferred) AND 7+ years of experience advising high-net-worth individuals and families (experience working with business owner clients is preferred) OR an equivalent combination of education and experience.
• CFP®
• FINRA Series 7 & 66
• Pennsylvania Insurance License (within 6 months)
• Relationship Management
• Business Development
• Sales Experience
• Financial Planning & Advisory
• Investment Management
• Strong Communication & Presentation Skills
• Active Listening
• Leadership & Mentorship
• Critical Thinking
• Collaboration & Teamwork
• Attention to Detail
• Wealth Planning Technology (e.g., eMoney)
• CRM & Pipeline Management
• Public Speaking & Networking

Nice To Haves

• MBA
• Experience working with business owner clients
• CFA
• CTFA
• CIMA
• ChFC
• CEPA

Responsibilities

• Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies.
• Source new wealth management relationships, grow assets under management, cultivate centers of influence, and develop new opportunities through networking, referrals, and community engagement.
• Partner proactively with retail banking, commercial banking, mortgage, and other internal teams to position C&N's Wealth Management services and generate cross-referral opportunities.
• Lead clients through all phases of the wealth planning process by developing customized financial strategies that align with their goals and evolving financial needs.
• Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team.
• Leverage Salesforce CRM and wealth planning technology to manage client relationships, monitor business development activity, and maintain a healthy prospect pipeline.

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: Senior