What are the responsibilities and job description for the Wealth Advisor II position at Canandaigua National Bank & Trust Co?
Wealth Advisor II
Canandaigua National Trust Company of Florida - Sarasota, FL
Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been building upon the upstate New York legacy of Canandaigua National Bank & Trust by providing a higher level of personal service, a diversified team of highly credentialed advisors, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives.
At Canandaigua National Trust Company of Florida, we realize that each customer has unique financial goals. We offer the friendly education and advice you need to accumulate, grow, and maintain the wealth necessary to achieve yours.
What truly separates us from larger financial services firms is our people--experienced, non-commissioned professionals who take the time to understand your needs and goals and offer the kind of personal service that builds long-term relationships.
As a Wealth Advisor II of CNTF you will:
- Provide wealth management services, capable of articulating the Investment Philosophy of CNTF to prospective/current clients as well as centers of influence who refer business to the CNTF.
- Knowledgeable of estate planning and administering personal trusts, with ability to review wills and trust agreements in setting up accounts to determine fiduciary responsibility.
- Work diligently to earn the trust of our clients by nurturing and maintaining client relationships, along with obtaining new business opportunities.
- Be part of a team and utilize resources available from trusted partners.
- Assume responsibility for the administration and discharge of the bank’s legal/fiduciary responsibility for all assigned trust and estate accounts.
- Complete analysis of requirements of assigned accounts.
- Monitor the cash and investments of each account with consideration for the objectives of the account, the needs of the beneficiaries and cash requirements for taxes and distributions.
- Abide by current laws and adhere to internal controls in support of risk management and overall safety and soundness.
What does our ideal candidate look like?
- Have a thorough knowledge of investment and trust related products and services.
- Able to provide trust and estate services, including estates, personal trusts to the Greater Sarasota and Florida West Gulf Coast communities.
- Able to work with clients, heirs, attorneys and other interested parties to articulate the company’s role.
- Capable of achieving established goals of CNTF’s annual operation plan.
- A bachelor’s degree in related field.
- Minimum of seven (7) years of experience relating to financial and estate planning.
- Currently holds CTFA designation or willing to obtain in 9 months.
Location: 1819 Main Street, Sarasota, FL 34236
Compensation – $100,000 - $130,000
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
What makes working at CNTF different?
Canandaigua National Trust Company of Florida (CNTF) opened its doors in 2009. However, our corporate history spans more than 125 years. Our affiliate, Canandaigua National Bank & Trust built its legacy in upstate New York by providing a higher level of personal service and a suite of investment choices tailored to meet the needs of their customers. We now offer that same commitment to individuals on the Florida Gulf Coast from Tampa to Naples.
We’re ready to help you achieve your financial goals through time-tested trust and investment management strategies— a proven formula that's been successful for generations of investors in any kind of economic climate. We can also help you take advantage of the potential tax savings that result from establishing trusts in Florida, whether you’re a permanent or seasonal resident.
CNTF takes an active role in helping the communities we share to thrive and grow. This includes our commitment to having a workforce that is reflective and supportive of diversity, equity, and inclusion. It also includes our commitment to support and collaborate with organizations that work to advance these initiatives.
Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.
At Canandaigua National Trust Company, we work diligently to earn your trust and believe that entrusting your finances to us entitles you to a higher level of service. If you want to be a part of something special, join us today!
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
Salary : $100,000 - $130,000
