Hybrid Senior Wealth Advisor

Canandaigua National Bank And Trust Co; Sarasota (FL); Hybrid; USD 110,000 - 130,000; Full time

Job summary

Canandaigua National Bank & Trust Co in Sarasota, FL seeks a Wealth Advisor II responsible for delivering investment management services and high-quality client service. You will articulate CNTF's investment philosophy, maintain relationships, and respond to client inquiries while meeting annual goals and regulatory requirements.

The role emphasizes client-focused financial planning, IPS documentation, and periodic portfolio reviews, with opportunities to collaborate with specialists to meet

Qualifications

• B.S. in banking or equivalent normally required.
• MBA preferred basis for advancement.
• CFP preferred.
• Specialized wealth management education such as CFA or similar preferred.

Responsibilities

• Nurtures and maintains client relationships, providing proper financial planning and investment solutions.
• Maintains active client communication and reviews portfolios regularly.
• Prepares and documents Investment Policy Statements (IPS).
• Initiates and follows through on buy/sell orders and monitors uninvested cash.
• Completes annual compliance review and stays informed on tax requirements impacting investments.

Skills

Investment management

Client relationship management

Financial planning

Education

B.S. in banking related field

MBA preferred

CFP preferred

Chartered Financial Analyst / similar training

Job description

Canandaigua National Bank & Trust Co in Sarasota, FL seeks a Wealth Advisor II responsible for delivering investment management services and high-quality client service. You will articulate CNTF's investment philosophy, maintain relationships, and respond to client inquiries while meeting annual goals and regulatory requirements.

The role emphasizes client-focused financial planning, IPS documentation, and periodic portfolio reviews, with opportunities to collaborate with specialists to meet