What are the responsibilities and job description for the Senior Wealth Advisor position at C&N?
Senior Wealth Advisor – Because Your Guidance Changes Lives
At C&N, wealth management is more than just managing investments — it's about helping individuals, families, and businesses find clarity, confidence, and peace of mind in every financial decision they make.
That’s where you come in.
As a Senior Wealth Advisor, you’re not just building portfolios, you’re building trust. You're the steady hand that helps clients navigate complex financial decisions, align their wealth with their goals, and protect their legacy for generations to come. From the first conversation to long-term partnerships, you’ll be the one who helps make life’s biggest financial moments feel a little easier, and a lot more empowering.
We’re looking for an experienced, highly credentialed financial professional who thrives on building meaningful client relationships, developing tailored wealth strategies, and leading with both expertise and empathy.
This opportunity is ideal for someone who:
- Has 8-10 years of wealth management, financial advisory, or private banking experience.
- Holds or is willing to obtain required FINRA and insurance certifications.
- Is a collaborative leader with strong communication, analytical, and business development skills.
- Finds purpose in making a difference in clients’ lives.
Why C&N?
Because here, you’re not just a financial advisor — you’re part of a team that values relationships, lifelong learning, community involvement, and creating true impact. We don’t believe in cookie-cutter solutions; we believe in people helping people.
At C&N:
- Your clients are more than accounts — they’re neighbors, families, and business owners.
- Your work supports not only individual success, but the growth of entire communities.
- You’ll grow professionally while helping others plan for their future.
What’s in It for You?
At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.
- Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
- Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
- Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
- Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
- Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
- Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
- Health & Wellness:
- Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
- Employer-paid life and disability insurance.
- Additional voluntary coverages to meet your unique needs.
- Career Development: Access to education and development programs and ongoing support for personal and professional growth.
With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.
Because Wealth Starts With You.
Join our Wealth Management team and be part of something truly rewarding.
