Canandaigua National Bank & Trust Co
Wealth Advisor — Personal Finance & Investment Planning
Canandaigua National Bank & Trust Co, Syracuse, New York, United States
A community-focused bank is seeking a Financial/Wealth Advisor in Syracuse, NY to provide comprehensive financial planning and advice tailored to client needs. This role involves meeting clients to assess investment profiles, recommending products, and ensuring customer satisfaction. Candidates should possess a B.S. degree, relevant licenses, and a minimum of five years' experience in financial advisory roles. The position offers a salary range of $82,500 to $102,000 based on experience and qualifications.
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