Senior Wealth Advisor | Client Strategy & Growth

Tompkins Financial Corp.; City of Syracuse (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) Match

Profit Sharing

Paid Time Off

11 Holidays

Tuition Reimbursement

Free Parking

Job summary

Tompkins Financial Advisors in Syracuse, NY seeks a Wealth Advisor to build and maintain client relationships while delivering holistic wealth planning. The role collaborates with investment, trust, banking, and insurance professionals to provide integrated solutions and excellent service.

The ideal candidate has 5+ years in wealth management with strong communication and presentation abilities, and a commitment to ethical standards.

Qualifications

• Requires a bachelor’s degree or equivalent; CFP/CPA/JD preferred.
• Strong client relationship management and communication skills are essential.
• Ability to present to small and mid-size groups and maintain professional integrity.

Responsibilities

• Manage client relationships and develop tailored financial strategies.
• Drive business development through centers of influence and community engagement.
• Lead cross-functional teams and coordinate with investment, trust, banking, and insurance partners.
• Ensure compliance with regulatory requirements and company standards.

Skills

Client relationships

Communication

Presentations

Team collaboration

Education

Bachelor’s degree or equivalent

CFP/CPA/JD preferred

Tools

CRM software

Job description

Tompkins Financial Advisors in Syracuse, NY seeks a Wealth Advisor to build and maintain client relationships while delivering holistic wealth planning. The role collaborates with investment, trust, banking, and insurance professionals to provide integrated solutions and excellent service.

The ideal candidate has 5+ years in wealth management with strong communication and presentation abilities, and a commitment to ethical standards.