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Full-time
bachelor degree, postgraduate degree
Paid Time Off, Vacation, Personal Leave, Sick Leave, Family Sick Leave, Community Service Leave
Posted 12d ago
~40 hrs/week
Responsibilities
The Senior Wealth Advisor serves as a trusted advisor for high-net-worth clients, providing comprehensive wealth planning and investment management solutions. The role involves sourcing new relationships, collaborating with internal banking partners, and mentoring associate advisors.
Requirements
Candidates must have a Bachelor's degree and at least 7 years of experience advising high-net-worth individuals. Required certifications include CFP, FINRA Series 7 & 66, and a Pennsylvania Insurance License within six months.
Full job description
Who are we?
For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.
From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.
Who are you?
You’re a relationship-driven financial professional with a passion for helping high-net-worth individuals, families, business owners, and institutions achieve their long-term financial goals. At C&N, we’re seeking a Senior Wealth Advisor to serve as a trusted advisor while driving the continued growth of our Wealth Management division.
In this role, you’ll develop new client relationships, provide comprehensive wealth planning and investment management solutions, and collaborate closely with internal banking partners to expand C&N’s wealth services. If you’re an experienced advisor with an entrepreneurial mindset who enjoys building lasting relationships and delivering sophisticated financial strategies, this could be the perfect opportunity to make a meaningful impact.
You will be responsible for:
Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies.
Business Development: Source new wealth management relationships, grow assets under management, cultivate centers of influence, and develop new opportunities through networking, referrals, and community engagement.
Internal Partnership & Collaboration: Partner proactively with retail banking, commercial banking, mortgage, and other internal teams to position C&N's Wealth Management services and generate cross-referral opportunities.
Financial Strategy & Client Solutions: Lead clients through all phases of the wealth planning process by developing customized financial strategies that align with their goals and evolving financial needs.
Leadership & Mentorship: Coach and mentor Associate Wealth Advisors while contributing to the continued growth and success of the Wealth Management team.
Technology & Relationship Management: Leverage Salesforce CRM and wealth planning technology to manage client relationships, monitor business development activity, and maintain a healthy prospect pipeline.
Requirements:
Education & Experience –You will need a Bachelor’s degree (MBA preferred)AND 7+ years of experience advising high-net-worth individuals and families (experience working with business owner clients is preferred)OR an equivalent combination of education and experience.
Required Certifications -
CFP®
FINRA Series 7 & 66
Pennsylvania Insurance License (within 6 months)
Preferred Certifications –
CFA
CTFA
CIMA
ChFC
CEPA
Skills –You should possess well-developed abilities and a proven track record in the following areas:
Relationship Management
Business Development
Sales Experience
Financial Planning & Advisory
Investment Management
Strong Communication & Presentation Skills
Active Listening
Leadership & Mentorship
Critical Thinking
Collaboration & Teamwork
Attention to Detail
Wealth Planning Technology (e.g., eMoney)
CRM & Pipeline Management
Public Speaking & Networking
Key Competencies –The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:
Business Insight: Understands business operations, market trends, and applies knowledge to drive results.
Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
Builds Effective Teams: Creates diverse, cohesive teams with shared goals, fosters belonging, celebrates successes, and promotes collaboration.
Manages Ambiguity: Navigates uncertainty with confidence, makes decisions without complete information, and remains calm and effective in dynamic situations.
Why C&N?
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.
We’re proud of ouraward-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.
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.
Related keywords
Wealth ManagementCFPFINRA Series 7FINRA Series 66CFACTFACIMAChFCCEPASalesforce CRMeMoneyEstate PlanningInsuranceBusiness SuccessionAssets Under ManagementHigh-Net-Worth Individuals
97% of Citizens & Northern Bank customers say they would recommend us to their family and friends. As Your Bank for a Lifetime, it's our mission to create value through lifelong relationships with our neighbors in Pennsylvania and New York. We believe managing your finances should be a fulfilling, trouble-free experience...so you can spend less time making a living and more time making a life.
For over 160 years, C&N has shared the values of our communities, local families and businesses, our employees and our shareholders. Living our values everyday is what makes us different from other banks - teamwork, excellence, respect, responsibility & accountability, integrity, client-focus and having fun. From partnering closely with our customers and clients to help them identify and reach their life goals, to supporting our community through our Giving Back, Giving Together initiative and making the best decisions for the long term for our shareholders, C&N is committed to being the only financial institution you'll ever need. Member FDIC
Offices: 90-92 Main St, Wellsboro, PA 16901, US · 130 Court Street, Williamsport, PA 17701, US · 1827 Elmira Street, Sayre, PA 18840, US · 10 North Main Street, Coudersport, PA 16915, US · 6250 County Route 64, East Avenue Extension, Hornell, NY 14843, US
How many Management & Leadership jobs are open in Manheim Township, PA right now?
There are currently 85 open management & leadership positions in Manheim Township, PA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Manheim Township, PA?
Companies currently hiring include Fulton Bank, Landis Communities, Campus Apartments, Turner Construction Company, Five Guys Enterprises, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Manheim Township, PA?
Yes — 16 of the 85 open management & leadership positions offer remote or hybrid work (9 remote, 7 hybrid).
How do I apply for Management & Leadership jobs in Manheim Township, PA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.