Senior Wealth Advisor & Team Lead - Growth & Strategy

Canandaigua National Bank and Trust

Sarasota, FL

JOB DETAILS
SKILLS
Business Development, Certified Financial Planner (CFP), Customer Experience, Customer Support/Service, Leadership, Management Strategy, Mentoring, Strategic Planning, Team Lead/Manager, Wealth Management
LOCATION
Sarasota, FL
POSTED
2 days ago

Canandaigua National Bank And Trust Co seeks a Sr. Wealth Advisor – Team Lead to develop wealth management strategies in Sarasota, FL. The ideal candidate has strong business development skills, demonstrable leadership experience, and a commitment to client service.Responsibilities include collaboration with CFP professionals, mentoring colleagues, and ensuring exceptional experiences for clients. A Bachelor's degree and CFP certification are preferred for this role.#J-18808-Ljbffr

About the Company

C

Canandaigua National Bank and Trust