Location
Pittsford
Job Type
Full-time
Posted
July 04, 2026
Job Description
Wealth Advisor II
Canandaigua National Bank
Location: Pittsford, NY (Hybrid – 4 days/wk. in office)
What does a Wealth Advisor II do?
Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.
Provides investment management and financial services to customers of the Bank as follows:
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Canandaigua National Bank
Location: Pittsford, NY (Hybrid – 4 days/wk. in office)
What does a Wealth Advisor II do?
Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.
Provides investment management and financial services to customers of the Bank as follows:
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