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About the Role
The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client’s goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to deliver a holistic client experience. Success requires comfort with presenting to small and mid-size groups, attention to detail, and the ability to perform under pressure.
Responsibilities
- Build and maintain trusted relationships with existing clients.
- Uncover client goals and develop tailored financial strategies.
- Deliver presentations and facilitate client meetings with professionalism and clarity.
- Monitor and adjust financial plans based on market conditions and client life changes.
- Educate clients on financial concepts and empower them to make informed decisions.
- Prospect for new clients and introduce them to services provided by Tompkins Financial Advisors.
- Foster relationships with centers of influence and community organizations.
- Regularly attend charitable events to support community engagement.
- Leverage referral networks and community involvement to expand the client base.
- Represent the organization at networking events and professional associations.
- Develop detailed financial plans using structured processes and planning software.
- Assemble and lead cross-functional client strategy teams.
- Act as a key advisor and resource to team members.
- Collaborate with internal partners across investment, trust, banking, and insurance to deliver integrated solutions.
- Contribute to strategic initiatives and process improvements within the department.
- Ensure all activities align with regulatory requirements and company standards.
- Maintain confidentiality and integrity in all client and business interactions.
- Stay current on industry regulations and apply best practices in all planning and advisory work.
- Document all client interactions and recommendations in accordance with compliance protocols.
- Provide guidance to teammates on client development and sales strategies.
- Promote a collaborative and growth-oriented team culture.
- Mentor junior advisors and support staff to build skills and confidence.
- Share expertise and contribute to a culture of continuous learning and development.
- Support a respectful, inclusive, and compliant workplace environment.
- Adhere to all internal policies and regulatory requirements.
- Perform additional duties as assigned.
Requirements
- 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.
Skills
- Strong written and verbal communication skills
- Attention to detail
- Ability to perform under pressure
- Flexibility
- Empathy
- Professionalism
- Customer Focus
- Communication
- Relationship Building
- Strategic Leadership & Execution
- Influence
Location
- Onsite
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's Degree
Salary/Compensations
- USD $95,000.00 - USD $115,000.00 /Yr.
Benefits
- Medical
- Dental
- Vision
- 401(k) Match
- Profit Sharing
- Paid Time Off
- 11 Holidays
- Tuition Reimbursement
- Free Parking throughout Tompkins Community Bank
- Employee Referrals
About the Company
- Tompkins Financial Advisors
Equal Opportunity
- Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.