Hybrid Wealth Advisor II — Client Growth & Planning

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

Benefits offered by this job

Competitive benefits

Retirement programs

Professional development opportunities

Wellness resources

Paid time off

Job summary

The Canandaigua National Trust Company of Florida is seeking a Wealth Advisor II to provide investment management and personal financial guidance for CNTF clients. You will articulate CNTF’s investment philosophy, deliver proactive service, and coordinate with specialists to meet clients’ goals.

You will maintain strong client relationships, review portfolios, prepare IPS documents, and comply with regulatory requirements while driving growth and meeting annual targets in a hybrid work setting

Qualifications

• Bachelor’s degree in a field related to banking or equivalent. MBA preferred.
• Specialized wealth management education such as CFA or similar preferred.
• Minimum seven years of experience in related positions.
• Experience in banking/financial services preferred.

Responsibilities

• Provide investment management services to CNTF clients and centers of influence.
• Nurture client relationships with tailored financial planning and investment solutions.
• Review portfolios regularly and recommend adjustments to meet objectives.
• Prepare Investment Policy Statements (IPS) and regulatory reports.
• Initiate and monitor buy/sell orders and manage uninvested cash for opportunities.
• Ensure compliance with policies and regulatory requirements.

Skills

Investment management

Client relationships

Financial planning

Communication

Regulatory knowledge

Education

B.S. in banking or related field

MBA preferred

Chartered Financial Analyst

Chartered Mutual Fund Counselor

Job description

The Canandaigua National Trust Company of Florida is seeking a Wealth Advisor II to provide investment management and personal financial guidance for CNTF clients. You will articulate CNTF’s investment philosophy, deliver proactive service, and coordinate with specialists to meet clients’ goals.

You will maintain strong client relationships, review portfolios, prepare IPS documents, and comply with regulatory requirements while driving growth and meeting annual targets in a hybrid work setting