Sr. Wealth Advisor – Team LeadCanandaigua National Trust Company of Florida (CNTF)Location1819 Main Street, Sarasota, FL 34236Compensation$125,500 - $155,500, plus performance based incentive.ResponsibilitiesPartner closely with the CFP professional and Trust Officer to develop and implement comprehensive wealth management strategies for Greater Sarasota and Florida West Gulf Coast communities.Foster a team-based approach to client service, leveraging the expertise of planning, trust, investment, and banking professionals.Share knowledge, mentor colleagues, and contribute to a culture of collaboration, mutual respect, and continuous improvement.Participate actively in team meetings, case consultations, and strategic planning discussions.Support cross-functional initiatives that enhance the client experience and strengthen team effectiveness.Ensure customer experience is being delivered exceptionally to each CNB Wealth client.QualificationsStrong business development skills.Demonstrated leadership experience.Commitment to delivering exceptional client service.Bachelor's degree in a related field (MBA preferred).CFP certification preferred.Proven experience in similar roles.Equal Employment OpportunityEqual employment opportunity, including veterans and individuals with disabilities.#J-18808-Ljbffr