Senior Wealth Advisor & Relationship Leader

Citizens-; Doylestown (Bucks County); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with ESOP

Health insurance

HSA / FSA

Life & Disability insurance

Career development

Job summary

C&N is seeking a Senior Wealth Advisor to serve high-net-worth individuals, families, business owners, and institutions. You will deliver comprehensive wealth planning and investment management while collaborating with internal banking partners to expand services.

You’ll develop new client relationships, grow assets under management, and mentor junior staff. Proficiency with Salesforce CRM and wealth planning tools is expected; MBA preferred and FINRA licenses required.

Qualifications

• Bachelor’s degree (MBA preferred) and 7+ years advising high-net-worth individuals and families; experience with business owners preferred.
• FINRA Series 7 & 66; PA Insurance License required within 6 months.
• Strong communication, presentation, and relationship skills.

Responsibilities

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

Skills

Relationship Management

Business Development

Investment Management

Strong Communication & Presentation

Critical Thinking

Attention to Detail

Public Speaking & Networking

Education

Bachelor's degree (MBA preferred)

FINRA Series 7 & 66

Pennsylvania Insurance License

CFA

CTFA

CIMA

ChFC

CEPA

Tools

Salesforce CRM

Wealth planning software

Job description

C&N is seeking a Senior Wealth Advisor to serve high-net-worth individuals, families, business owners, and institutions. You will deliver comprehensive wealth planning and investment management while collaborating with internal banking partners to expand services.

You’ll develop new client relationships, grow assets under management, and mentor junior staff. Proficiency with Salesforce CRM and wealth planning tools is expected; MBA preferred and FINRA licenses required.