Hybrid Senior Wealth Advisor
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Canandaigua National Bank & Trust Co in Sarasota, FL seeks a Wealth Advisor II responsible for delivering investment management services and high-quality client service. You will articulate CNTF's investment philosophy, maintain relationships, and respond to client inquiries while meeting annual goals and regulatory requirements.
The role emphasizes client-focused financial planning, IPS documentation, and periodic portfolio reviews, with opportunities to collaborate with specialists to meet
Our group is growing, and we are hiring a Hybrid Senior Wealth Advisor in Sarasota, FL, United States.
We are currently recruiting a Hybrid Senior Wealth Advisor for our team in Sarasota, FL, United States.
This is a genuine role to take on the Hybrid Senior Wealth Advisor role at Canandaigua National Bank And Trust Co.
As a Hybrid Senior Wealth Advisor, you will play an important part at Canandaigua National Bank And Trust Co in Sarasota, FL, United States.
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