Senior Wealth Advisor & Client Strategy Lead

Tompkins Bank & Trust; 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 by delivering coordinated financial strategies across investment, trust, banking, and insurance disciplines.

You will uncover client goals and develop tailored plans, lead client meetings with professionalism, and collaborate with internal partners to provide a holistic, compliant client experience while growing the practice.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 5+ years in wealth management, business development, and relationship management.
• CFP, CPA, or JD preferred.

Responsibilities

• Client Relationship Management: Build and maintain trusted relationships with existing clients; uncover goals; deliver presentations; monitor and adjust plans; educate clients.
• Business Development: Prospect for new clients; foster centers of influence; attend community events; leverage referrals.
• Strategic Planning & Collaboration: Develop detailed financial plans; lead cross-functional teams; collaborate with internal partners to deliver integrated solutions.
• Compliance & Ethics: Ensure regulatory compliance; maintain confidentiality; document interactions per protocols.
• Team Support & Leadership: Guide teammates on client development and sales; foster growth; mentor staff.
• Other Duties: Support a respectful, compliant workplace; perform additional duties as assigned.

Skills

Wealth Management

Business Development

Relationship Management

Communication

Education

Bachelor’s Degree

CFP/CPA/JD preferred

Job description

Tompkins Financial Advisors in Syracuse, NY seeks a Wealth Advisor to build and maintain client relationships by delivering coordinated financial strategies across investment, trust, banking, and insurance disciplines.

You will uncover client goals and develop tailored plans, lead client meetings with professionalism, and collaborate with internal partners to provide a holistic, compliant client experience while growing the practice.