Wealth Advisor II

Tompkins Financial
United States
Workplace: OnsiteFull timeUSD 95,000 - 115,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Relationship building","Customer focus","Strategic planning","Mentoring"]

Build and maintain trusted client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned to client goals. Drive business development through referrals, community engagement, and networking while collaborating with internal investment, trust, banking, and insurance partners to provide integrated solutions. Lead client strategy conversations and presentations, monitor plan performance, and ensure all activities meet compliance and ethical standards while supporting and mentoring teammates.

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Tompkins Financial
Tompkins Financial
1 day ago

Wealth Advisor II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 11 months ago

Job Summary

Build and maintain trusted client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned to client goals. Drive business development through referrals, community engagement, and networking while collaborating with internal investment, trust, banking, and insurance partners to provide integrated solutions. Lead client strategy conversations and presentations, monitor plan performance, and ensure all activities meet compliance and ethical standards while supporting and mentoring teammates.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and maintain trusted relationships with existing clients and uncover client goals to develop tailored financial strategies.
  • •Deliver professional presentations and facilitate client meetings, educating clients on financial concepts to support informed decisions.
  • •Prospect for new clients by introducing services, fostering relationships with centers of influence, and leveraging referral networks and community engagement.
  • •Develop detailed financial plans using structured processes and planning software, and lead cross-functional client strategy teams.
  • •Ensure compliance and ethical standards by aligning client activities with regulatory requirements and documenting interactions and recommendations.

Pay and Benefits

Salary: USD 95,000 - 115,000 annually
Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key 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.
  • •Proven ability to uncover client goals and develop tailored financial strategies that support long-term success.
  • •Strong written and verbal communication skills, including comfort presenting to small and mid-size groups.
Experience:5+ years
Education:Bachelor's
Skills:CommunicationRelationship buildingCustomer focusStrategic planningMentoring
Certifications:CFPCPAJD

Company Brief

Tompkins Financial
Financial services holding company offering commercial and retail banking, wealth management, insurance, and employee benefits solutions through its subsidiary brands. Primarily serves individuals, businesses, and institutions across upstate New York and neighboring markets.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ithaca, United States
Founded: 1836
WebsiteLinkedIn