Lead Wealth Advisor & Team Leader for HNW Clients

CANANDAIGUA NATIONAL BANK

Sarasota, FL

JOB DETAILS
SALARY
$125,500–$155,500 Per Year
SKILLS
Business Administration, Business Development, Certified Financial Planner (CFP), Customer Support/Service, Management Strategy, Team Lead/Manager, Team Player, Wealth Management
LOCATION
Sarasota, FL
POSTED
2 days ago

Canandaigua National Bank is seeking a Sr. Wealth Advisor – Team Lead to enhance wealth management strategies for the greater Sarasota area. The ideal candidate will have experience in business development, a collaborative mindset, and a proven track record in similar roles.This role offers a salary range of $125,500 – $155,500 plus performance-based incentives. The position calls for a bachelor's degree, with an MBA and CFP certification preferred. Join a dedicated team focused on exceptional client service.#J-18808-Ljbffr

About the Company

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CANANDAIGUA NATIONAL BANK