Senior Wealth Advisor: Build Lasting Wealth for HNW Clients

C&N; Lancaster (Lancaster County); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with ESOP

Health, dental, and vision coverage

Health Savings Account (HSA) & FSAs

Employer-paid life & disability

Job summary

C&N is seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth of our Wealth Management division. 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,

Qualifications

• Bachelor’s degree required; MBA preferred.
• 7+ years advising high-net-worth individuals and families; business owner clients preferred.
• Equivalent combination of education and experience acceptable.

Responsibilities

• Develop new client relationships and expand wealth management services.
• Provide comprehensive wealth planning and investment management solutions.
• Collaborate with internal banking partners to cross-sell wealth services.
• Lead clients through wealth planning processes with customized strategies.
• Coach Associate Wealth Advisors and mentor team members.
• Leverage CRM and planning tools to manage client pipeline.

Skills

Relationship management

Wealth planning

Investment management

Business development

Communication & presentation

Public speaking & networking

Education

Bachelor’s degree

MBA preferred

Tools

Salesforce CRM

Wealth planning software

Job description

C&N is seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth of our Wealth Management division. 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,