Associate Wealth Advisor: Grow Client Relationships

C&N

Coudersport (Potter County)

On-site

USD 65,000 - 90,000

Full time

14 days+

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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.