Wealth Advisor

Who are we?

For over 150 years, C&N has shared the values of our communities, local families and businesses, our employees and our shareholders. Living our values every day is what makes us different from other banks – teamwork, excellence, respect, responsibility & accountability, integrity, and having fun. From partnering closely with our customers and clients to help them identify and reach their life goals, to supporting our communities through our Giving Back, Giving Together initiative and making the best decisions for the long term of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

Who are you?

You are someone who is preserving and generating wealth on behalf of clients. We are searching for a Wealth Advisor to join our Wealth Management Team! As a Wealth Advisor your responsibilities would include developing and deepening client relationships, providing sound financial planning advice and counsel, and working closely with all members of the Wealth Management Team to exceed client expectations. If you're excited to be part of a motivated team, C&N is a great place to grow your career!  

You will be responsible for:

• Developing and managing existing client relationships, including ongoing regular client contact and communications.
• Implementing financial plans, including coordination of estate, insurance and tax strategies.
• Working with the portfolio management team to incorporate clients’ investment strategies with their planning objectives.
• Actively participating in development of new business and networking opportunities.

Requirements:

You will need a bachelor’s degree from an accredited college or university AND 4-6 years of relevant experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business.

Required Certifications:

FINRA Series 7, 63 (at start), 65 and PA Insurance (within 6 months)

Recommended Certifications:

CFP, CTFA, CIMA, ChFC

You demonstrate well developed abilities and/or proven record of success in the following areas:

• Strong written and oral communication
• Ability to engage in public speaking and social media outlets
• High attention to detail
• Collaborative and client focused
• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients

 Why C&N?

C&N is a team – people working together for a common goal – the success of our customers. 

You will achieve & grow along with C&N customers    

You will develop & earn along with your teammates

You will contribute & be rewarded along with our shareholders

And, You will share & celebrate (recognize) along with our communities.

C&N’s a total rewards package and a collaborative and supportive culture.  The C&N workplace culture has been a repeat recipient of the NBRI Circle of Excellence award, acknowledging a strong culture created by our team for living our values every day.

In combination with a competitive salary, C&N also has a robust benefit offering, including:

• Paid Time Off (vacation, personal, and sick, family sick and community service)
• 401(k) – pretax and ROTH eligible contributions with a safe harbor match
• Employee Stock Ownership Plan
• Health, dental, and vision coverage (including options that are 100% employer paid for employee only coverage)
• Health Savings Account
• Flexible Spending Accounts – Medical and Dependent
• Employer Paid Life Insurance
• Employer Paid Disability Coverage
• Many more voluntary? coverages to customize around your needs
• Education and development programs including Tuition reimbursement
• Support for personal and professional development