$82,500 - $102,000 yearly
Canandaigua National Bank And Trust Co
Syracuse, NY, USA
Canandaigua National Bank & Trust Co 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...