Wealth Management Advisor

About the role

A Wealth Advisor II at Canandaigua National Bank is responsible for providing investment management services to customers, articulating the Bank's Investment Philosophy, and maintaining high levels of communication with clients.

Responsibilities

• Nurtures and maintains client relationships, offering financial planning and investment solutions.
• Communicates regularly with clients about account activity, market conditions, and educational guidance.
• Maintains and updates portfolio reviews, preparing and documenting Investment Policy Statements (IPS).
• Monitors cash and investments, making buy/sell decisions and exploring investment opportunities.
• Ensures compliance with legal and tax requirements affecting investment accounts.
• Prepares and maintains detailed documentation, reports, and forms, including tax and regulatory filings.
• Engages in customer development activities to meet annual goals, including new business development, revenue growth, and asset retention.
• Complies with organizational policies and procedures, ensuring adherence to regulatory requirements.
• Communicates effectively with management and staff, integrating goals and activities.
• Responds to inquiries and requests within given timeframes and policies.
• Maintains accurate records and provides assigned reports.
• Mentors and trains junior investment officers and others as needed.

Requirements

• Bachelor's or Bachelor's degree in banking or a related field, or equivalent experience.
• Preferred MBA.
• Required: Certified Financial Planner (CFP).
• Specialized Wealth Management education and training such as Chartered Financial Analyst, Chartered Mutual Fund Counselor, or similar.
• Minimum of seven (7) years' experience in related positions.
• Experience in banking/financial services preferred.

Qualifications

• Strong interpersonal and communication skills.
• Ability to manage multiple tasks and prioritize responsibilities.
• Knowledge of investment principles and regulations.
• Proficiency in financial analysis and reporting.
• Excellent problem-solving and decision-making abilities.

Skills

• Financial planning and investment management.
• Effective communication and relationship building.
• Investment research and analysis.
• Regulatory compliance and reporting.
• Customer service and relationship management.

Benefits

• Health insurance (medical, dental, vision).
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
• Paid holidays, vacation, and sick leave.
• Retirement benefits including a 401(k), profit sharing, and employee stock ownership plan (ESOP).
• Training and development opportunities.
• Tuition assistance.
• Volunteer opportunities.
• Award-winning wellness program.
• Banking perks and discounts.

Pay

$110,000 - $135,000 annually, with actual rate dependent on experience and performance.

Schedule

Hybrid schedule: 4 days per week in the office.