Senior Financial Planner

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.