About this role
Wealth Advisor II at Canandaigua National Bank. Location: Pittsford, New York, United States. Role: nurturing relationships, managing investments, preparing reports Requirements: CFP required, B.S. in a related field required (MBA preferred), minimum 7 years related experience, experience in banking/financial services preferred, strong client relationship, compliance, and investment analysis skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English