Senior Wealth Advisor for High-Net-Worth Clients

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

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).