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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:
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:
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:
Full Time
$58k-86k (estimate)
03/04/2024
07/03/2024