Associate Wealth Advisor

C&N; Coudersport (Potter County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Retirement Savings: 401(k) with pre‑税及

Health, dental and vision coverage

Health Savings Account (HSA) and FSAs

Employer-paid life and disability

Career Development

Job summary

C&N is seeking an Associate Wealth Advisor to support Wealth Advisors in wealth planning, investment management, trust services, and client relationship management. You will develop licensing milestones and gradually work with clients to build your own book of business.

The role emphasizes learning C&N's wealth management products and collaborating with internal partners, with strong opportunities for professional growth within a community-focused financial institution.

Qualifications

• Bachelor's degree in accounting, business, economics, finance, financial management, or related field is preferred.
• 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.
• FINRA Series 7 & 66 within 6 months of start date
• Applicable State Life & Health Insurance Licenses within 1 year of start date
• Relationship Building, Customer Service, Business Development, Strong Communication & Presentation Skills, Attention to Detail, Critical Thinking, Time Management & Organization

Responsibilities

• Client Relationship Management: Support Wealth Advisors in servicing client relationships by maintaining regular communication, preparing client materials, coordinating follow-up, and assisting with account administration.
• Sales Support & Wealth Solutions: 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.
• Business Development: 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.
• Account Administration & Compliance: Prepare account documentation, support onboarding activities, maintain accurate records, and ensure compliance with regulatory requirements and internal policies.
• Professional Development: Complete required licensing and training while building expertise in financial planning, investment management, retirement strategies, trust services, and relationship management.

Education

Bachelor's degree in accounting, business, economics, finance, financial management, or related field

0-2 years of experience in banking, financial services, wealth management

Relationship Building

Customer Service

Business Development

Strong Communication & Presentation Skills

Attention to Detail

Critical Thinking

Time Management & Organization

Interpersonal Savvy

Customer Focus

Instills Trust

Drives Results

Action Oriented

Job description

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You’re motivated, relationship-focused, and ready to build a career in wealth management. At C&N, we’re 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. If you’re passionate about helping clients achieve their financial goals and eager to grow within a collaborative Wealth Management team, this is an outstanding opportunity.

You will be responsible for:

• Client Relationship Management: Support Wealth Advisors in servicing client relationships by maintaining regular communication, preparing client materials, coordinating follow-up, and assisting with account administration.
• Sales Support & Wealth Solutions: 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.
• Business Development: 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.
• Account Administration & Compliance: Prepare account documentation, support onboarding activities, maintain accurate records, and ensure compliance with regulatory requirements and internal policies.
• Professional Development: Complete required licensing and training while building expertise in financial planning, investment management, retirement strategies, trust services, and relationship management.

Requirements:

Education & Experience – You will need a Bachelor’s degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.

Required Certifications -

• FINRA Series 7 & 66 within 6 months of start date
• Applicable State Life & Health Insurance Licenses within 1 year of start date

Skills – You should possess well-developed abilities and a proven track record in the following areas:

• Relationship Building
• Customer Service
• Business Development
• Strong Communication & Presentation Skills
• Attention to Detail
• Critical Thinking
• Time Management & Organization

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

• 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.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

• Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
• Retirement Savings: 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.
• Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.