Senior Wealth Advisor: Build Lasting Wealth for HNW Clients

C&N; Lancaster (Lancaster County); Presencial; USD 120 000 - 210 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid Time Off

401(k) with ESOP

Health, dental, and vision coverage

Health Savings Account (HSA) & FSAs

Employer-paid life & disability

Resumo da oferta

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,

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Wealth planning

Investment management

Business development

Communication & presentation

Public speaking & networking

Formação académica

Bachelor’s degree

MBA preferred

Ferramentas

Salesforce CRM

Wealth planning software

Descrição da oferta de emprego

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,