Financial Advisor (Ontario County)

Financial Advisor

Canandaigua National Bank & Trust

Location: Canandaigua, NY or Geneva, NY

What does a Financial Advisor at CNB do?

A Financial Advisor at Canandaigua National Bank & trust provides comprehensive financial planning and advice to help individuals and families pursue their financial goals. As a Financial Advisor, you work one-on-one with clients to develop individually tailored financial plans comprised of personalized investment products and services. You provide ongoing assistance through service that help clients accumulate wealth and safeguard their assets. Responsible for meeting and/or exceeding investment volume and insurance policy goals.

What competencies are needed to be successful in this role?

  • A B.S. or B.A. degree in a related field or equivalent education/experience.

  • Life, Accident, and Health Insurance license, and FINRA Series 7 and 66 or FINRA Series 7, 63, and 65 registrations are required.

  • A minimum of three (3) years' related experience normally required.

  • Proficient interpersonal skills with the ability to build lasting client relationships.

  • Excellent presentation and communication skills, with the ability to offer advice and education to our clients.

  • Proficient PC skills

  • Valid drivers license, reliable transportation, with the ability to meet clients at various locations.

What does a successful first year in this position look like?

  • Provide investment advisory services through the use of client profiles and financial plans to identify customers needs. Recommends products and services that best meet those needs.

  • 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.

What makes working at CNB different?

At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. 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.

  • 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 CNB, 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, veterans status, religion, disability, sexual orientation, education, and culture.

As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to be a part of something special, join us today!

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.

Salary Range
$70,000.00 - $146,000.00
per Year
Salary range estimated by
salary estimation provided by zippia
Canandaigua, NY, 14424, US