Sr Wealth Advisor-Team Leader

Job Description

Job Description

Sr. Wealth Advisor – Team Lead
Canandaigua National Trust Company of Florida

Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been building upon the upstate New York legacy of Canandaigua National by providing a higher level of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives.

We are seeking an experienced Sr. Wealth Advisor – Team Lead to provide office leadership, investment guidance, trust and estate planning coordination, and relationship management services to high-net-worth individuals, families, business owners, and fiduciary clients. 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. Success in this role requires a highly collaborative approach, working closely with internal partners to deliver integrated planning, investment, trust, and fiduciary solutions that place clients’ needs at the center of every recommendation.

As the Sr. Wealth Advisor – Team Lead of CNTF you will:

• 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.
• Ensures customer experience is being delivered exceptionally to each CNB Wealth client.

What does our ideal candidate look like?

• Combines technical expertise, business development success, and leadership experience with a collaborative mindset.
• Team-Orientated 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.
• 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.

Location: 1819 Main Street, Sarasota, FL 34236

Compensation – $125,500 - $155,500, plus performance based incentive.
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.