Senior Wealth Advisor: Strategy, Growth & Impact

CNB Bank; State College (Centre County); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K with company match

Paid Time Off

Recognized Holidays

Leave policies

Voluntary Benefits

Employee Assistance Program

Wellness Program

Employee Loan and Deposit Rates

Job summary

CNB Bank seeks an experienced wealth management professional to deliver premium client service, manage relationships, and provide comprehensive financial planning guidance. The role requires extensive banking and wealth advisement experience, strong regulatory knowledge, and a commitment to community involvement.

The ideal candidate has a 4-year degree, CFP or similar designation preferred, and FINRA licenses (Series 7 & 63) with PA Life & Health license; background checks and possible

Qualifications

• 4-year degree in related field or equivalent.
• 10+ years' experience in Wealth Management or related field.
• 15+ years' experience in banking/financial services preferred.
• Prior sales and new business development experience.
• Advising clients on investments, pre-retirement, education funding, and financial planning.
• CFP or similar designation preferred.
• FINRA Series 7 and 63 licenses plus PA Life & Health license preferred (may be required within 180 days).
• Background screening will be conducted.
• Accommodations may be made for disabilities.

Responsibilities

• Provide enhanced client service by discovering needs and implementing plans.
• Engage in relationship management to nurture and expand client relationships.
• Promote culture by representing the organization in the community and upholding policies.
• Embrace technology and change to improve processes and accuracy.
• Maintain accuracy and attention to detail in all maintenance and client-related activities.
• Seek professional development opportunities to deepen knowledge of rules and regulations.

Skills

Wealth management

Relationship management

Sales experience

Financial planning

Regulatory compliance

Communication

Problem solving

Education

4-year degree

CFP designation

Tools

FINRA Series 7

FINRA Series 63

PA Life & Health license

Job description

CNB Bank seeks an experienced wealth management professional to deliver premium client service, manage relationships, and provide comprehensive financial planning guidance. The role requires extensive banking and wealth advisement experience, strong regulatory knowledge, and a commitment to community involvement.

The ideal candidate has a 4-year degree, CFP or similar designation preferred, and FINRA licenses (Series 7 & 63) with PA Life & Health license; background checks and possible