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Wealth Advisor II

Full Time Canandaigua National Bank & Trust Co Wealth Advisor II Canandaigua ...
Details
Summary
About the job:
National Bank Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What does a Wealth Advisor II do? Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan;...
Location:
Pittsford, NY
Job Type:
Full-Time
Part-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Workplace Diversity
Certifications / Licenses:
Chartered Financial Analyst
Certified Financial Planner
Chartered Mutual Fund Counselor
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description: Canandaigua National Bank & Trust Co Sr. Wealth Advisor – ...
Details
Summary
About the job:
Team Lead Canandaigua National Trust Company of Florida Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been building upon the upstate New York legacy of Canandaigua National by providing a higher level of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives. We are seeking an experienced Sr. Wealth Advisor – Team Lead to provide office leadership, investment...
Location:
Sarasota, FL
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
militaryvetjobs
Certifications / Licenses:
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Information Full-time General Responsibilities: Delivers exceptional ...
Details
Summary
About the job:
experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. Essential Duties: - Performs various duties...
Location:
Abington, PA
Job Type:
Full-Time
Permanent
Occupation:
New Accounts Clerks
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
militaryvetjobs
Certifications / Licenses:
Nationwide Mortgage Licensing System
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description: Description: General Responsibilities: - Provides ...
Details
Summary
About the job:
specialized product, service and/or regulation guidance and training in area of expertise. Responsible for specific tasks within the department, including administering on-the-job training and conducting team and bank-wide training sessions. Assists team leader/supervisor in planning, organizing and coordinating training and functions relating to the operation of the department. - Assists with various tasks and services in the daily operations functions to obtain a high degree of accuracy in daily processes. Assumes...
Location:
Moosic, PA
Job Type:
Full-Time
Permanent
Occupation:
Bookkeeping, Accounting, and Auditing Clerks
Career Level / Education:
Some college, no degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Workplace Diversity
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Part Time Teller

Job Description: Merchants Bank, Winona, is seeking a part-time Teller to ...
Details
Summary
About the job:
join our team. This role will be 20-25 hours per week, with a Saturday rotation of 2-3 Saturdays per month. The hours of availability for this role are Monday-Friday 7:15-5:45 and Saturday 7:45-12:15. This position can work at any of the Winona/Goodview locations. We are looking for someone that is friendly, outgoing, a quick learner, and team player. Duties include providing excellent customer service, cross selling products and services, and processing all types of banking transactions. 1 year of cash handling and...
Location:
Winona, MN
Job Type:
Part-Time
Permanent
Occupation:
Tellers
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Career Force
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Associate Investment Advisor Req #10539 Winona, MN 55987, USA Apply Share ...
Details
Summary
About the job:
Job Description Posted Monday, June 29, 2026 at 2:00 AM Merchants Bank, Winona , is seeking an Associate Investment Advisor. This position will contribute to the growth and profitability of the Bank through management of sales, marketing, and continued customer relationships. This role is designed for intentional career growth to become an Investment Advisor/Executive. The successful candidate will be enrolled in a program designed to provide comprehensive training curriculum with a foundation of operations, sales, and...
Location:
Winona, MN
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
The Merchants Bank
Certifications / Licenses:
FINRA / NASD Series 63
FINRA Series 7
FINRA Series 66
Insurance License
State insurance license
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description: VP, Full-Stack Engr II for The Bank of New York Mellon in ...
Details
Summary
About the job:
Pittsburgh, PA to consult with internal bus. groups to provide appropriate app software dev. services or tech. support. Sal range $140754-$178000/yr. Remote work permitted w/i commutable distance from worksite. EOE. Apply at https://bnymellon.eightfold.ai/careers with ref code #75670. Indicate referral source ad PP. - - - - - - - - - -- - - - - - - - -- - - - - - - - - - - - - - - -- - - - - - - - -- - - - - -- - - - - - - - - -- - - - - - - - -- - - - - -- - - - - - - - - -- - - - - - - - -- - - - - -- - - - - - - - -...
Location:
Pittsburgh, PA
Job Type:
Full-Time
Permanent
Occupation:
Software Developers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About Texana Bank, N.A. Texana Bank first opened its doors in 1914 in ...
Details
Summary
About the job:
Linden, Texas. In the past century, banks in our region have come and gone, but Texana is different. At Texana, we believe in growing for the right reasons — to better serve you. Texana now boasts four full service branches throughout East Texas, in addition to two branches in Arkansas. We also have several mortgage offices to serve you. We’ re bringing honesty back to banking. Our staff has the tools and knowledge to help you achieve your goals faster. At Texana, we call you by name, and we’ re personally invested in your...
Location:
Denver, CO
Job Type:
Full-Time
Internship
Occupation:
Photographic Process Workers and Processing Machine Operators
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
militaryvetjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description: About Texana Bank, N.A. Texana Bank first opened its doors ...
Details
Summary
About the job:
in 1914 in Linden, Texas. In the past century, banks in our region have come and gone, but Texana is different. At Texana, we believe in growing for the right reasons — to better serve you. Texana now boasts four full service branches throughout East Texas, in addition to two branches in Arkansas. We also have several mortgage offices to serve you. We’ re bringing honesty back to banking. Our staff has the tools and knowledge to help you achieve your goals faster. At Texana, we call you by name, and we’ re personally...
Location:
Longview, TX
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
militaryvetjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Full Time About Texana Bank, N.A. Texana Bank first opened its doors in 1914 ...
Details
Summary
About the job:
in Linden, Texas. In the past century, banks in our region have come and gone, but Texana is different. At Texana, we believe in growing for the right reasons — to better serve you. Texana now boasts four full service branches throughout East Texas, in addition to two branches in Arkansas. We also have several mortgage offices to serve you. We’ re bringing honesty back to banking. Our staff has the tools and knowledge to help you achieve your goals faster. At Texana, we call you by name, and we’ re personally...
Location:
Keller, TX
Job Type:
Full-Time
Part-Time
Permanent
Occupation:
Loan Officers
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Workplace Diversity
Certifications / Licenses:
Mortgage Broker License
Nationwide Mortgage Licensing System
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

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