Senior Wealth Advisor
On-siteLancaster, Pennsylvania, United States
Lancaster, Pennsylvania, United StatesOn-siteFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Develop comprehensive wealth planning, investment management, and estate strategies for high-net-worth individuals, families, business owners, and institutions. Source new wealth management relationships, grow assets under management, and cultivate centers of influence through networking and community engagement. Partner proactively with retail and commercial banking teams to generate cross-referral opportunities and position C&N's wealth services. Coach Associate Wealth Advisors while leveraging Salesforce CRM to maintain a healthy prospect pipeline and monitor business development activity.
Required Qualifications
- Bachelor's degree
- 7+ years of experience advising high-net-worth individuals and families
- CFP® certification
- FINRA Series 7 & 66 certification
- Pennsylvania Insurance License (within 6 months)
- Relationship Management skills
- Business Development skills
- Sales Experience
- Financial Planning & Advisory skills
- Investment Management skills
- Strong Communication & Presentation Skills
- Active Listening skills
- Leadership & Mentorship skills
- Critical Thinking skills
- Collaboration & Teamwork skills
- Attention to Detail
- Wealth Planning Technology (e.g., eMoney)
- CRM & Pipeline Management
- Public Speaking & Networking
- Business Insight competency
- Drives Results competency
- Builds Effective Teams competency
- Customer Focus competency
- Manages Ambiguity competency
Desired Qualifications
- MBA
- Experience working with business owner clients
- CFA certification
- CTFA certification
- CIMA certification
- ChFC certification
- CEPA certification
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