Sr Wealth Advisor-Team Leader

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...