Senior Wealth Advisor — Grow High‑Net‑Worth Portfolios

C&N; Doylestown (Bucks County); On-site; USD 110,000 - 190,000; Full time

Job summary

C&N is seeking a Senior Wealth Advisor in the Bucks County, PA area to drive growth in its Wealth Management division. You will develop new client relationships and provide comprehensive wealth planning and investment solutions, collaborating with internal banking teams to expand services.

The role requires a bachelor’s degree (MBA preferred) with 7+ years advising high-net-worth clients, and relevant certifications such as FINRA Series 7/66 and state insurance license.

Qualifications

• Bachelor’s degree (MBA preferred) and 7+ years advising high-net-worth individuals and families.
• FINRA Series 7 & 66 required.
• Pennsylvania Insurance License within 6 months.
• Preferred: CFA, CTFA, CIMA, ChFC, CEPA.

Responsibilities

• Relationship Management & Wealth Planning for high-net-worth clients.
• Business Development to grow assets under management.
• Partner with internal teams to promote wealth services.
• Develop customized financial strategies aligned with client goals.
• Coach and mentor Associate Wealth Advisors.
• Utilize Salesforce CRM and wealth tech to manage relationships.

Skills

Relationship Management

Business Development

Investment Management

Communication Skills

Public Speaking

Networking

Attention to Detail

Mentorship

Education

Bachelor's degree

MBA preferred

Tools

Salesforce CRM

Job description

C&N is seeking a Senior Wealth Advisor in the Bucks County, PA area to drive growth in its Wealth Management division. You will develop new client relationships and provide comprehensive wealth planning and investment solutions, collaborating with internal banking teams to expand services.

The role requires a bachelor’s degree (MBA preferred) with 7+ years advising high-net-worth clients, and relevant certifications such as FINRA Series 7/66 and state insurance license.