Wealth Advisor Associate: Licensing & Growth Path

C&N; Doylestown (Bucks County); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with ESOP

Health, dental, vision coverage

Health Savings Account (HSA)

Flexible Spending Accounts (FSAs)

Life and disability insurance

Career development

Job summary

C&N in Bucks County, PA is seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor.

You’ll gain hands-on experience in wealth planning, investment management, trust services, business development, and client relationship management; as you license, you’ll begin working with clients under supervision.

Qualifications

• Bachelor’s degree in accounting, business, economics, finance or related field preferred.
• 0-2 years in banking, financial services, wealth management or equivalent experience.

Responsibilities

• Support Wealth Advisors in servicing client relationships with regular communication and materials.
• Assist with account administration and onboarding activities.
• Learn wealth management products and services and begin direct client work as licensing milestones are met.
• Participate in business development through networking and collaboration with partners.
• Build expertise in financial planning, investment management, and trust services.

Skills

Relationship Building

Customer Service

Business Development

Sales Experience

Communication Skills

Active Listening

Financial Planning

Attention to Detail

Critical Thinking

Collaboration

Time Management

Adaptability

Education

Bachelor’s degree in accounting, business, economics, finance

Tools

FINRA Series 7 & 66

Life & Health Insurance Licenses

Job description

C&N in Bucks County, PA is seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor.

You’ll gain hands-on experience in wealth planning, investment management, trust services, business development, and client relationship management; as you license, you’ll begin working with clients under supervision.