Wealth Partner — Client Financial Services

Job overview

The Wealth Partner — Client Financial Services role is an onsite position in State College, Pennsylvania. Compensation is not specified. CNB Bank’s wealth services focus on personalized client service and helping clients grow and protect their assets. The role develops client relationships, identifies financial needs, and supports solutions and plans aligned with client goals. It also requires accurate handling of client requests and transactions, adherence to bank policies and regulations, and continued professional development in asset management.

What you'll do

• Discover client needs, develop solutions, and implement plans to meet client goals and expectations.
• Nurture and expand client relationships, review and research maintenance and transactional requests accurately, follow bank policies and federal and state regulations, use technology to improve efficiency and accuracy, and pursue training in rules and regulations affecting asset management.

What we're looking for

Skills & competencies

wealth partner

wealth management

client relationships

financial services

asset management

client advising

state college pa

cnb bank

sales experience

new business development

financial planning

occasional travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, and life insurance
• 401(k) with company match
• paid time off and recognized holidays
• leave policies
• voluntary benefit options
• employee assistance and wellness programs
• special loan and deposit rates
• student loan paydown plan
• and rewards and recognition programs. Eligibility requirements apply.

Why this role

The posting requires at least 10 years of wealth management, wealth advisement, or related experience and prior sales and new-business development experience. Occasional travel to market areas and offsite seminars or training may be required.

About the employer

CNB Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.