Senior Wealth Advisor – HNW Planning & Strategy

Citizens-; Lancaster (Lancaster County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with match

Employee Stock Ownership Plan (ESOP)

Healthcare coverage

HSA and FSAs

Life and disability insurance

Career development

Job summary

C&N is seeking a Senior Wealth Advisor to lead relationships with high-net-worth clients and deliver comprehensive wealth planning and investment management solutions. You will collaborate with internal partners to expand wealth services and drive growth.

An entrepreneurial mindset and long-term relationship building are essential. Requirements include a Bachelor's degree (MBA preferred) and 7+ years advising high-net-worth clients, with FINRA 7/66 and PA Insurance License.

Qualifications

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

Responsibilities

• Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering 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 new opportunities through networking, referrals, and community engagement.
• Internal Partnership & Collaboration: Partner proactively with retail banking, commercial banking, mortgage, and other internal teams to position C&N's Wealth Management services and generate cross-referral opportunities.
• Financial Strategy & Client Solutions: Lead clients through all phases of the wealth planning process by developing customized financial strategies that align with their goals and evolving financial needs.
• Leadership & Mentorship: Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team.
• Technology & Relationship Management: Leverage Salesforce CRM and wealth planning technology to manage client relationships, monitor business development activity, and maintain a healthy prospect pipeline.

Skills

Relationship Mgmt

Business Development

Investment Mgmt

Communication Skills

Critical Thinking

Attention to Detail

Public Speaking

Education

Bachelor's degree (MBA preferred)

Tools

Salesforce CRM

Wealth planning software

Job description

C&N is seeking a Senior Wealth Advisor to lead relationships with high-net-worth clients and deliver comprehensive wealth planning and investment management solutions. You will collaborate with internal partners to expand wealth services and drive growth.

An entrepreneurial mindset and long-term relationship building are essential. Requirements include a Bachelor's degree (MBA preferred) and 7+ years advising high-net-worth clients, with FINRA 7/66 and PA Insurance License.