Senior Wealth Advisor II | Hybrid – Client Growth & Planning

Canandaigua National Bank; 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

Canandaigua National Bank’s Florida division seeks a Wealth Advisor II to provide investment management and comprehensive financial services. You will nurture client relationships, deliver personalized financial planning, and coordinate with internal specialists to meet client goals in a regulated environment.

The role emphasizes proactive portfolio review, policy documentation, and timely communication with clients to explain strategies and outcomes.

Qualifications

• A B.S./B.S. degree in banking or related field normally required; MBA preferred.
• Specialized wealth management education such as CFA or CMFC preferred.
• A minimum of seven (7) years of experience in related positions.
• Experience in banking/financial services preferred.

Responsibilities

• Provide investment management services to CNTF clients and articulate CNTF's Investment Philosophy to clients and centers of influence.
• Maintain client relationships and offer financial planning and investment solutions.
• Review portfolios regularly and recommend changes to clients as appropriate.
• Prepare and maintain Investment Policy Statements (IPS) and documents; handle buy/sell orders and monitor cash allocations.
• Communicate with clients through verbal, written, or electronic means and document interactions.

Skills

Investment management

Client relationships

Financial planning

Regulatory compliance

Communication skills

Education

Bachelor's degree in banking or related field

MBA preferred

Job description

Canandaigua National Bank’s Florida division seeks a Wealth Advisor II to provide investment management and comprehensive financial services. You will nurture client relationships, deliver personalized financial planning, and coordinate with internal specialists to meet client goals in a regulated environment.

The role emphasizes proactive portfolio review, policy documentation, and timely communication with clients to explain strategies and outcomes.