Wealth Advisor

Posted 3 Days Ago
Be an Early Applicant
3 Locations
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Wealth Advisor builds relationships and develops financial strategies for clients, guiding them through financial decisions and planning for their futures.
Summary Generated by Built In

Wealth Advisor – Because Your Guidance Builds Financial Confidence
At C&N, wealth management isn’t just about growing assets, it’s about helping individuals, families, and businesses turn financial goals into lasting success. We believe strong financial guidance empowers clients to feel confident in their decisions, plan for the future, and build legacies they can be proud of.

That’s where you come in.

As a Wealth Advisor, you’re not just offering advice, you’re building trusted relationships. You’ll partner with clients to understand their unique needs, develop customized financial strategies, and help them navigate the many stages of life with clarity and confidence. From day-to-day decisions to long-term planning, you’ll be the steady partner who helps make complex financial conversations feel simple, personal, and empowering.

We’re looking for a driven, client-focused financial professional who thrives on building strong relationships, developing personalized solutions, and making a meaningful impact in the lives of others.

This opportunity is ideal for someone who:

  • Has 4-6 years of experience in financial services, wealth management, or a related field (or an equivalent combination of education and experience).

  • Brings strong business development and sales experience, with a passion for growing client relationships.

  • Possesses excellent communication, active listening, and relationship-building skills.

  • Has strong analytical, research, and portfolio management abilities.

  • Understands basic credit and lending principles.

  • Is committed to delivering exceptional client service and financial guidance.

Why C&N?
Because here, you’re not just managing accounts — you’re helping people build their future. You’ll be part of a team that values relationships, community involvement, professional development, and meaningful impact. At C&N, we believe in people helping people — and we give you the tools, support, and culture to thrive.

At C&N:

  • Your clients are more than accounts — they’re neighbors, families, and business owners.

  • Your work strengthens both individual success and community growth.

  • You’ll advance professionally while helping others achieve their goals.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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The Company
HQ: Wellsboro, Pennsylvania
518 Employees
Year Founded: 1864

What We Do

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

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