Senior Wealth Advisor — Holistic Planning & Growth

Tompkins Financial Corp.; Town of Ithaca (NY); Presencial; USD 95.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical

Dental

Vision

401(k) Match

Profit Sharing

Paid Time Off

11 Holidays

Tuition Reimbursement

Free Parking

Descripción de la vacante

Tompkins Financial Corp. in Ithaca, NY seeks a Wealth Advisor to build and maintain client relationships, deliver comprehensive wealth planning, and coordinate with investment, trust, banking, and insurance professionals to provide holistic client experiences.

The role requires strong communication, ability to present to groups, and a proven track record in client acquisition and service. A Bachelor's degree is required; CFP/CPA/JD is preferred, with a collaborative, compliant, client-centric

Formación

• Bachelor’s Degree in a related field or equivalent experience required.
• Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management.
• CFP, CPA, or JD certification(s) preferred.

Responsabilidades

• Client Relationship Management: Build and maintain trusted relationships with existing clients, uncover client goals, deliver presentations, monitor and adjust financial plans, educate clients.

Conocimientos

Client relationship management

Business development

Financial planning

Team leadership

Compliance & ethics

Educación

Bachelor's degree

Descripción del empleo

Tompkins Financial Corp. in Ithaca, NY seeks a Wealth Advisor to build and maintain client relationships, deliver comprehensive wealth planning, and coordinate with investment, trust, banking, and insurance professionals to provide holistic client experiences.

The role requires strong communication, ability to present to groups, and a proven track record in client acquisition and service. A Bachelor's degree is required; CFP/CPA/JD is preferred, with a collaborative, compliant, client-centric