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Wealth Advisor

CitizensTowanda, PA

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Overview

Schedule
Full-time
Career level
Senior-level
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

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.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

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FAQs About Wealth Advisor Jobs at Citizens

What is the work location for this position at Citizens?
This job at Citizens is located in Towanda, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Citizens?
Employer has not shared pay details for this role.
What employment applies to this position at Citizens?
Citizens lists this role as a Full-time position.
What experience level is required for this role at Citizens?
Citizens is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Citizens for this role?
Citizens offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Vacation, Paid Sick Leave, Paid Community Service Time, Career Development, 401k Matching/Retirement Savings, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Citizens?
You can apply for this role at Citizens either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.