Financial/Wealth Advisor

Canandaigua National Bank & Trust Co • Town of Onondaga, NY

6d

About The Position

A Financial Advisor at Canandaigua National Bank is responsible for providing comprehensive financial planning and advice to help individuals and families pursue their financial goals.
You will work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and services.
In this role, you will provide ongoing assistance through service that help clients accumulate wealth and safeguard their assets.

Requirements

• A B.S. or B.S. degree or equivalent combination of education and work experience required
• Specialized financial advisory and/or investment education and training.
• Life Accident & Health Insurance License, FINRA Series 7 and 66 OR FINRA Series 7, 63 and 65 licenses required.
• A minimum of five (5) years’ experience in related positions normally required.

Nice To Haves

• Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner, Chartered Mutual Fund Counselor or similar further education preferred.

Responsibilities

• Meet with clients to develop an investment and risk profile requisite for sales of non-bank products.
• Provide investment advisory services through the use of client profiles and financial plans to identify customer’s needs. Recommends products and services that best meet those needs.
• Maximizes growth and retention of retail-based customers through the development of unique customer treatments.
• Jointly establishes annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with Wealth Management’s annual operating plan.
• Offers modularized financial planning services, as well as valuable education and advice through seminar design.
• Ensure necessary administration work is completed for all transactions such as paperwork to open brokerage and advisory accounts as well as processing buy and sell orders of securities held by clients of the bank.
• Works to resolve product or service issues for new and existing clients to ensure customer satisfaction.
• Develops and/or expands customer/bank relationship for existing book of business by cross-selling additional assigned products and services through in-person meetings, written correspondence, and external sales calls.
• Promotes cross departmental synergy by providing information and referrals to customer seeking other services, i.e. commercial, trust, and mortgage.
• Ensures development of successful internal relationships with branches and staff within assigned region by providing continuous education and advice for all Financial Advisor services. Assists with coaching to help staff identify qualified referrals.
• Attends business calls with Branch Managers and Lending Officers.
• Attends all required continuing education classes as well as other assigned training sessions.
• Achieves goals assigned to the Financial Advisor as part of Wealth Management’s annual operating plan.

Benefits

• Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
• Paid holidays, vacation, and sick time.
• Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
• Training & development opportunities.
• Tuition assistance.
• Community focused volunteer opportunities.
• Award winning wellness program that promotes a solid work/life balance.
• Banking perks and discount programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees