Wealth Management Professional
7 days ago
Overview:
Tompkins Community Bank is seeking a highly skilled Wealth Advisor to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining existing client relationships, creating comprehensive wealth plans, and developing coordinated financial strategies to align with each client's goals and values.
Responsibilities:
- Client Relationship Management: Build and maintain existing client relationships, prospect for new business in the community, and introduce them to Tompkins Financial services.
- Business Development: Assist the company in attainment of profitability goals and corporate vision by developing and implementing strategies to increase the scope of services to existing and potential clients.
- Financial Planning: Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients.
- Community Involvement: Attend a minimum of 6 to 8 charitable events per year and participate in community outreach programs.
- Team Support: Provide guidance to teammates to build their own client base and assist them with sales strategies.
Qualifications:
- Bachelor's Degree in a related field or equivalent specialized training/relevant experience.
- Minimum of five (5) years of solid experience in Wealth Management, Business Development, and Relationship Management functions.
- Proven ability to uncover client personal goals and objectives to create a personalized and meaningful plan.
- Excellent written and verbal communication and interpersonal skills.
- FINRA 7, 63 & 66 licenses, PA Life & Health License, and clean U4.
- CFP, CPA, or JD certification(s) preferred.
Benefits:
- Medical
- Dental
- Vision
- 401(k) Match
- Profit Sharing
- Paid Time Off
- 11 Holidays
- Tuition Reimbursement
- Free Parking throughout Tompkins Community Bank
- Employee Referrals
EEO Statement: Tompkins is committed to a policy of Equal Employment Opportunity with respect to all team members and applicants for employment and a work environment free from discrimination based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status, or status in any group protected by federal, state, or local law.
Pay Range: USD $85,000.00 - $115,000.00 per year.
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