Sr Wealth Advisor-Team Leader
About the role
The ideal candidate will possess strong business development skills, demonstrated leadership experience, and a commitment to delivering exceptional client service. This individual will join an established wealth management team that includes an experienced CFP® professional and Trust Officer.
Responsibilities
- Partner closely with the CFP® professional and Trust Officer to develop and implement comprehensive wealth management strategies to 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.
Requirements
Combines technical expertise, business development success, and leadership experience with a collaborative mindset. Team-Oriented Relationship Manager, that understands that the best client outcomes are achieved through teamwork. Energized by partnering with fellow professionals to deepen client relationships and grow the overall wealth management practice.
Qualifications
- A bachelor’s degree in related field.
- MBA preferred, but not required.
- Certified Financial Planner (CFP) certification preferred, but not required.
- Proven experience in similar roles.
Skills
Technical expertise, business development success, leadership experience, collaborative mindset, and a passion for teamwork.
Benefits
Includes a competitive compensation package, including a base salary of $125,500 - $155,500, plus performance-based incentives. 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.
Pay
$125,500 - $155,500, plus performance based incentive.
Schedule
N/A
Benefits
N/A
Company Information
Canandaigua National Trust Company of Florida (CNTF) is an affiliate of Canandaigua National Bank & Trust, which has a rich history dating back over 125 years. CNTF provides a suite of investment choices tailored to meet the needs of its customers in the Greater Sarasota and Florida West Gulf Coast communities. The company is committed to diversity, equity, and inclusion and operates under seven core values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment.