Senior Financial Planner

Tompkins Financial
United States
Workplace: OnsiteFull timeUSD 110,000 - 135,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical thinking","Research","Critical thinking","Communication","Mentoring"]

Own the financial planning process for complex, multi-generational clients across the Central New York market. Partner with Wealth Advisors and Trust Officers to drive planning engagement, build comprehensive models using firm planning platforms, present recommendations in client meetings, and conduct ongoing plan reviews. Serve as a planning subject-matter resource on high-net-worth and business owner cases, maintaining up-to-date knowledge across tax, estate, investments, and regulatory requirements.

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Tompkins Financial
Tompkins Financial
1 month ago

Senior Financial Planner

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Last checked: 17 hours agoStatus: Live

Job Summary

Own the financial planning process for complex, multi-generational clients across the Central New York market. Partner with Wealth Advisors and Trust Officers to drive planning engagement, build comprehensive models using firm planning platforms, present recommendations in client meetings, and conduct ongoing plan reviews. Serve as a planning subject-matter resource on high-net-worth and business owner cases, maintaining up-to-date knowledge across tax, estate, investments, and regulatory requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Drive financial planning engagement across the Central New York market by proactively identifying opportunities and partnering with Wealth Advisors to advance planning conversations.
  • •Use firm planning platforms to build comprehensive financial models and deliver written recommendations that translate complex situations into actionable guidance.
  • •Present financial plans in client meetings, answer questions with confidence, and clearly connect recommendations to client goals and circumstances.
  • •Monitor plan progress and conduct regular reviews, adjusting recommendations based on market developments, regulatory changes, and evolving client needs.
  • •Collaborate with Wealth Advisors and Trust Officers and serve as a planning resource on complex cases, while maintaining current knowledge through continuing education consistent with CFP requirements.

Pay and Benefits

Salary: USD 110,000 - 135,000 annually
Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key Requirements

  • •Bachelor’s degree in finance, business, or a related field.
  • •Minimum of five years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role.
  • •CFP designation strongly preferred; CPA, CFA, CTFA, or comparable advanced credential with relevant planning experience may be considered.
  • •Proven ability to lead comprehensive plans for complex, high-net-worth, business owner, executive, retirement, estate, charitable, or multi-generational needs.
  • •Proficiency in financial planning software; eMoney experience preferred.
Experience:5+ years
Education:Bachelor's in finance, business, or a related field
Skills:Analytical thinkingResearchCritical thinkingCommunicationMentoring
Certifications:CFPCPACFACTFA
Languages:English
Tech Stack:EMoneyFinancial planning software

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