Senior Wealth Advisor

C&N Job Board; Doylestown (Bucks County); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Paid Time Off

Retirement Savings (401k)

Health/Dental/Vision

Health Savings Account (HSA) / FSAs

Life & Disability Insurance

Career Development

Job summary

C&N is seeking a Senior Wealth Advisor to serve as trusted advisor and drive growth in our Wealth Management division. You will develop new client relationships and provide comprehensive wealth planning and investment management solutions in collaboration with internal banking partners.

The ideal candidate has 7+ years advising high-net-worth individuals and families, with a Bachelor’s degree (MBA preferred).

Qualifications

• Bachelor’s degree required; MBA preferred for senior advisor leadership.
• 7+ years advising high-net-worth individuals and families; business owner clients preferred.
• FINRA Series 7 & 66; PA Insurance License within 6 months; CFA/CTFA/CIMA/ChFC/CEPA preferred.

Responsibilities

• Relationship Management & Wealth Planning: primary advisor delivering wealth planning, investment management, estate planning, insurance, and business succession strategies.
• Business Development: source new wealth management relationships, grow assets under management, leverage networks and referrals.
• Internal Partnership & Collaboration: partner with retail, commercial banking, mortgage, and other teams to cross-sell wealth services.
• Financial Strategy & Client Solutions: lead clients through wealth planning with customized strategies aligning with goals and evolving needs.
• Leadership & Mentorship: coach Associate Wealth Advisors and support Wealth Management team growth.
• Technology & Relationship Management: use Salesforce and wealth tech to manage relationships and pipeline.

Skills

Relationship Management

Business Development

Investment Management

Communication & Presentation

Critical Thinking

Attention to Detail

Public Speaking & Networking

Education

Bachelor’s degree

MBA preferred

Tools

Salesforce CRM

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 a relationship-driven financial professional with a passion for helping high-net-worth individuals, families, business owners, and institutions achieve their long-term financial goals. At C&N, we’re 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.

You will be responsible for:

Relationship Management & Wealth Planning: 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.

Business Development: Source new wealth management relationships, grow assets under management, cultivate centers of influence, and develop new opportunities through networking, referrals, and community engagement.

Internal Partnership & Collaboration: 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.

Financial Strategy & Client Solutions: Lead clients through all phases of the wealth planning process by developing customized financial strategies that align with their goals and evolving financial needs.

Leadership & Mentorship: Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team.

Technology & Relationship Management: Leverage Salesforce CRM and wealth planning technology to manage client relationships, monitor business development activity, and maintain a healthy prospect pipeline.

Requirements:

Education & Experience –You will need a 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.

Required Certifications -

FINRA Series 7 & 66

Pennsylvania Insurance License (within 6 months)

Preferred Certifications –

• CFA
• CTFA
• CIMA
• ChFC
• CEPA

Skills –

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

• Relationship Management
• Business Development
• Investment Management
• Strong Communication & Presentation Skills
• Critical Thinking
• Attention to Detail
• Public Speaking & Networking

Key Competencies –

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

• Business Insight: Understands business operations, market trends, and applies knowledge to drive results.
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Builds Effective Teams: Creates diverse, cohesive teams with shared goals, fosters belonging, celebrates successes, and promotes collaboration.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Manages Ambiguity: Navigates uncertainty with confidence, makes decisions without complete information, and remains calm and effective in dynamic situations.

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 ouraward-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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.