Senior Wealth Advisor — High-Net-Worth Strategy & Growth

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

Benefits offered by this job

Paid Time Off

Retirement Savings - 401(k) with ESOP

Health, dental, and vision coverage

HSA/FSAs for medical and dependentCare

Career Development support

Job summary

C&N Bank seeks a Senior Wealth Advisor to serve as a trusted wealth management partner, building long-term relationships with high-net-worth individuals, families, business owners, and institutions. You will deliver comprehensive wealth planning and investment solutions while coordinating with internal banking partners to expand services.

The role emphasizes client-focused strategy, mentorship, and leadership within the Wealth Management team, leveraging technology to manage relationships and

Qualifications

• Bachelor’s degree (MBA preferred) and 7+ years advising high-net-worth individuals.
• Experience with business owner clients is preferred or equivalent combination.

Responsibilities

• Serve as the primary advisor for high-net-worth individuals, families, businesses, and institutions, delivering wealth planning, investment management, estate planning, and insurance.
• Source new wealth management relationships and grow assets under management.
• Collaborate with retail, commercial banking, mortgage and internal teams to cross-sell services.
• Lead clients through wealth planning processes with customized strategies.
• Coach and mentor Associate Wealth Advisors and contribute to team growth.

Skills

Relationship Management

Business Development

Investment Management

Strong Communication

Public Speaking

Networking

Education

Bachelor’s degree (MBA preferred)

Job description

C&N Bank seeks a Senior Wealth Advisor to serve as a trusted wealth management partner, building long-term relationships with high-net-worth individuals, families, business owners, and institutions. You will deliver comprehensive wealth planning and investment solutions while coordinating with internal banking partners to expand services.

The role emphasizes client-focused strategy, mentorship, and leadership within the Wealth Management team, leveraging technology to manage relationships and