Wealth Advisor
Sayre, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Sayre, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Sayre, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wellsboro, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wellsboro, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wellsboro, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wellsboro, PA ยท On-site
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wealth Advisor - Because Your Guidance Builds Financial Confidence At C&N, wealth management isn't ... feel simple, personal, and empowering. We're looking for a driven, client-focused financial ...
Wayzata, MN ยท On-site
Private Wealth Advisor (High-Net-Worth) Job Title: Private Wealth Advisor Location: Wayzata, MN ... PACK's Investment thesis is that of an evergreen model and our investment model is simple: attract ...
Wayzata, MN ยท On-site
Private Wealth Advisor (High-Net-Worth) Job Title: Private Wealth Advisor Location: Wayzata, MN ... PACK's Investment thesis is that of an evergreen model and our investment model is simple: attract ...
New York, NY ยท On-site
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
New York, NY ยท On-site
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
Stamford, CT ยท On-site
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
Stamford, CT ยท On-site
What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the ... At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that ...
Lakewood, CO ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Lakewood, CO ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Phoenix, AZ ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Phoenix, AZ ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Springdale, AR ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Springdale, AR ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Durham, NC ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Durham, NC ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Winston Salem, NC ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Winston Salem, NC ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Raleigh, NC ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Raleigh, NC ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Fayetteville, AR ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Fayetteville, AR ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Aurora, CO ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Aurora, CO ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Cheyenne, WY ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Cheyenne, WY ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Denver, CO ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Denver, CO ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Lake Havasu City, AZ ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
Lake Havasu City, AZ ยท On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... At Strategic Financial Concepts, our mission is simple:Our Goal Is Your Success. Why SFC Is ...
| Aspect | Wealth Simple | Financial Advisor |
|---|---|---|
| Credentials | Generally no required certifications, but some advisors hold CFP or CFA | Often required to hold certifications like CFP, CFA, or CPA |
| Work Environment | Online platform, digital advice, and automated services | In-person or virtual meetings, personalized client service |
| Employer & Industry Usage | Fintech companies, online investment platforms | Banking institutions, independent firms, wealth management firms |
Wealth Simple primarily offers automated, online investment services with minimal human interaction, while Financial Advisors provide personalized, face-to-face financial planning and investment advice. Both roles serve clients seeking financial growth, but differ in approach, credentials, and work environment.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 22 days ago
Wealth Advisor โ Because Your Guidance Builds Financial Confidence
At C&N, wealth management isnโt just about growing assets, itโs 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.
Thatโs where you come in.
As a Wealth Advisor, youโre not just offering advice, youโre building trusted relationships. Youโll 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, youโll be the steady partner who helps make complex financial conversations feel simple, personal, and empowering.
Weโre 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, youโre not just managing accounts โ youโre helping people build their future. Youโll be part of a team that values relationships, community involvement, professional development, and meaningful impact. At C&N, we believe in people helping people โ and we give you the tools, support, and culture to thrive.
At C&N:
Your clients are more than accounts โ theyโre neighbors, families, and business owners.
Your work strengthens both individual success and community growth.
Youโll advance professionally while helping others achieve their goals.
Whatโs in It for You?
At C&N, weโre more than just a team โ weโre a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary โ our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
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.
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Banking and credit intermediation
201 - 500 Employees
Wellsboro, PA, US
1864