Wealth Advisor III

Tompkins Financial
United States
Workplace: OnsiteFull timeUSD 100,000 - 135,000 annuallyFunction: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Client stewardship","Team collaboration","Professional judgment","Business development","Ethical conduct"]

Serve as the primary, senior client-facing advisor for a multi-generational portfolio, providing strategic guidance across planning disciplines. Lead thorough client discovery, facilitate high-impact meetings, and respond to changing life, market, and financial priorities. Grow the book through prospecting, inbound partner referrals, and centers of influence while coordinating a team of specialists and maintaining rigorous regulatory compliance and confidentiality.

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Tompkins Financial
Tompkins Financial
3 months ago

Wealth Advisor III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live
Reposted: similar role first listed 10 months ago

Job Summary

Serve as the primary, senior client-facing advisor for a multi-generational portfolio, providing strategic guidance across planning disciplines. Lead thorough client discovery, facilitate high-impact meetings, and respond to changing life, market, and financial priorities. Grow the book through prospecting, inbound partner referrals, and centers of influence while coordinating a team of specialists and maintaining rigorous regulatory compliance and confidentiality.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Act as the primary point of contact and trusted advisor for an assigned client portfolio, conducting discovery and facilitating planning meetings.
  • •Stay responsive to evolving client needs, life changes, market developments, and shifting objectives.
  • •Grow the client portfolio through prospecting, managing inbound referrals from bank partners, and cultivating centers of influence.
  • •Coordinate a dedicated client strategy team (financial planner, trust officer, portfolio manager) and ensure investment, trust, and banking strategies are clearly communicated.
  • •Maintain regulatory compliance, accurate client documentation, confidentiality, and sound professional standards.

Pay and Benefits

Salary: USD 100,000 - 135,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key Requirements

  • •Bachelor’s degree or equivalent professional experience (required).
  • •Minimum of 10 years of experience in wealth management, financial advisory, or relationship management.
  • •CFP® or CPWA® designation (preferred).
  • •Proficiency in wealth management platforms and engaging clients through digital channels, including conferencing and web-based planning tools.
  • •Office-based role working out of a Tompkins Financial Advisors location.
Experience:10+ yearsWealth managementFinancial advisoryRelationship management
Education:Bachelor's
Skills:Client stewardshipTeam collaborationProfessional judgmentBusiness developmentEthical conduct
Certifications:CFPCPWA
Tech Stack:Wealth management platforms

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