Senior Wealth Advisor: High-Net-Worth Growth & Planning

Careers@C&N; Doylestown (Bucks County); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Paid Time Off

401(k) Retirement Plan

Health/Dental/Vision Coverage

HSA/FSAs

Life and Disability Insurance

Voluntary Coverages

Career Development

Job summary

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

Ideal candidates will have 7+ years advising HNW individuals, hold FINRA Series 7 & 66, and possess CFA/CTFA/CIMA/ChFC/CEPA as preferred certifications.

Qualifications

• Bachelor’s degree (MBA preferred) and 7+ years of experience advising high-net-worth individuals and families.
• FINRA Series 7 & 66 required; Pennsylvania Insurance License within 6 months.
• Preferred certifications: CFA, CTFA, CIMA, ChFC, CEPA.
• Strong relationship management, business development, and investment management skills.
• Excellent communication and presentation skills.

Responsibilities

• Relationship Management & Wealth Planning: serve as primary advisor for high-net-worth individuals, families, business owners, and institutions with 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 opportunities through networking and referrals.
• Internal Partnership & Collaboration: partner with retail and commercial banking, mortgage, and other teams to position Wealth Management services and generate cross-referral opportunities.
• Financial Strategy & Client Solutions: lead clients through wealth planning, develop customized strategies aligned with goals and evolving needs.
• Leadership & Mentorship: coach Associate Wealth Advisors and contribute to growth of the Wealth Management team.
• Technology & Relationship Management: leverage Salesforce CRM and wealth planning tech to manage client relationships and maintain a healthy pipeline.

Job description

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

Ideal candidates will have 7+ years advising HNW individuals, hold FINRA Series 7 & 66, and possess CFA/CTFA/CIMA/ChFC/CEPA as preferred certifications.