Senior Wealth Advisor: Strategy, Growth & Impact
cnb bankState College, PA
Senior Wealth Advisor: Strategy, Growth & Impact
cnb bankState College, PA
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Commercial BankingPortfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAbout the role
CNB Bank seeks an experienced wealth management professional to deliver premium client service, manage relationships, and provide comprehensive financial planning guidance. The role requires extensive banking and wealth advisement experience, strong regulatory knowledge, and a commitment to community involvement.
The ideal candidate has a 4-year degree, CFP or similar designation preferred, and FINRA licenses (Series 7 & 63) with PA Life & Health license; background checks and possible
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JOB OVERVIEW
Experience level
Senior
Location
State College, PA
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
yesterday
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