About this role
Sr Wealth Advisor-Team Leader at Canandaigua National Trust Company of Florida. Location: Sarasota, Florida, United States. Role: leading team, advising clients, developing business Requirements: Experience in wealth management, leadership and business development skills, bachelor's degree required (MBA preferred), CFP preferred, strong client relationship and communication skills, proven experience in similar roles. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English