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

Careers@C&N; Lancaster (Lancaster County); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with match + ESOP

Health, dental, vision insurance

HSA & FSAs

Career development

Competitive benefits

Job summary

C&N's Wealth Management team in Lancaster, PA seeks a Senior Wealth Advisor to serve as a trusted advisor while growing our client base of high-net-worth individuals, families, and institutions. You will deliver comprehensive wealth planning, investment management, and collaborative, cross-team solutions.

You will develop new client relationships, lead all phases of wealth planning, mentor junior advisers, and leverage Salesforce and planning tools to manage a healthy prospect pipeline.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 7+ years advising high-net-worth individuals and families, with business-owner experience preferred.
• FINRA Series 7 & 66; Pennsylvania Insurance License (within 6 months).
• CFA/CTFA/CIMA/ChFC/CEPA are a plus.

Responsibilities

• Relationship Management & Wealth Planning: deliver comprehensive wealth planning, investment management, and estate strategies for high-net-worth clients.
• Business Development: source new wealth management relationships and grow assets under management.
• Internal Partnership & Collaboration: work with retail, commercial, mortgage, and other teams to cross-sell services.
• Financial Strategy & Client Solutions: tailor financial plans to goals and changing needs.
• Leadership & Mentorship: coach Associate Wealth Advisors and contribute to team growth.
• Technology & Relationship Management: use Salesforce and planning tools to manage client pipelines.

Skills

Relationship Management

Business Development

Investment Management

Communication & Presentation

Critical Thinking

Attention to Detail

Public Speaking & Networking

Education

Bachelor's degree (MBA preferred)

Job description

C&N's Wealth Management team in Lancaster, PA seeks a Senior Wealth Advisor to serve as a trusted advisor while growing our client base of high-net-worth individuals, families, and institutions. You will deliver comprehensive wealth planning, investment management, and collaborative, cross-team solutions.

You will develop new client relationships, lead all phases of wealth planning, mentor junior advisers, and leverage Salesforce and planning tools to manage a healthy prospect pipeline.