Job Description
Job Description
Financial/Wealth Advisor I
Canandaigua National Bank
Location: Syracuse, NY market
What does a Financial/Wealth Advisor do?
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.
- 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.
What is needed to be successful in this role?
- 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.
- Master of Business Administration or higher education, Chartered Financial Analyst, Certified Financial Planner, Chartered Mutual Fund Counselor or similar further education preferred.
- A minimum of five (5) years’ experience in related positions normally required.
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
- 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.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 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 Canandaigua National Bank, 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.
Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today!
Compensation range - $82,500 - $102,000
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.
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.