Wealth Advisor II

Tompkins Financial
United States
Workplace: OnsiteFull timeUSD 90,000 - 115,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Client stewardship","Team collaboration","Professional judgment","Ethical standards","Business development"]

Serve as the primary trusted advisor for an assigned multi-generational client portfolio, leading discovery and translating complex planning into clear, personal guidance. Build and deepen client relationships through disciplined prospecting, referral management, and community presence. Coordinate with a dedicated strategy team (financial planner, trust officer, and portfolio manager) to align investment, trust, and banking strategies—while maintaining compliance, confidentiality, and accurate client documentation.

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Tompkins Financial
Tompkins Financial
3 days ago

Wealth Advisor II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 11 months ago

Job Summary

Serve as the primary trusted advisor for an assigned multi-generational client portfolio, leading discovery and translating complex planning into clear, personal guidance. Build and deepen client relationships through disciplined prospecting, referral management, and community presence. Coordinate with a dedicated strategy team (financial planner, trust officer, and portfolio manager) to align investment, trust, and banking strategies—while maintaining compliance, confidentiality, and accurate client documentation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Serve as the primary point of contact and trusted advisor for an assigned client portfolio.
  • •Conduct discovery and facilitate client meetings, translating complex planning into practical guidance.
  • •Develop and deepen the client portfolio through prospecting and inbound referral management.
  • •Direct and coordinate a dedicated strategy team (financial planner, trust officer, portfolio manager) across disciplines.
  • •Ensure compliance with regulatory requirements and firm policy, including documentation and confidentiality.

Pay and Benefits

Salary: USD 90,000 - 115,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key Requirements

  • •Bachelor’s degree or equivalent professional experience, required.
  • •5+ years of experience in wealth management, financial advisory, or relationship management.
  • •CFP or CPWA designation preferred.
  • •Proficiency in wealth management platforms and web-based planning tools (including conferencing).
  • •This role is office-based, working out of a Tompkins Financial Advisors location.
Experience:5+ yearsWealth managementFinancial advisoryRelationship managementClient relationshipsReferral networks
Education:Bachelor's
Skills:Client stewardshipTeam collaborationProfessional judgmentEthical standardsBusiness development
Certifications:CFPCPWA
Languages:En-us
Tech Stack:Wealth management platformsConferencingWeb-based planning tools

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