Teams at C&N

Serve as primary advisor to high-net-worth individuals, families, business owners and institutions. Deliver comprehensive wealth planning, investment management, estate planning, insurance and succession strategies. Source and grow client relationships, collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage pipelines and client solutions.

Support Wealth Advisors with client service, account administration, compliance, and business development while completing FINRA and insurance licensing. Gain experience in wealth planning, investment management, trust services, and begin working with clients under supervision as licensing milestones are met.

Serve as primary advisor to high-net-worth clients delivering comprehensive wealth planning, investment management, estate and insurance strategies; source and grow AUM through business development and referrals; collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage client relationships and pipelines.