Wealth Management Specialist
5 days ago
At Tompkins Community Bank, we are seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for building and maintaining strong relationships with our clients, creating comprehensive wealth plans, and providing expert financial guidance to help them achieve their goals.
Key Responsibilities:- Client Relationship Management: Build and maintain existing client relationships, identify new business opportunities, and introduce them to our financial services.
- Wealth Planning: Develop and implement comprehensive wealth plans, using a structured planning process and financial planning software, to provide a clear and comprehensive picture for clients.
- Business Development: Identify and engage with centers of influence, existing clients, and community resources to seek referrals and grow our business.
- Team Collaboration: Act as a key advisor to provide professional support to team members, assemble an integrated team of wealth management professionals, and demonstrate a high level of integrity in business activities.
- Education: Bachelor's degree in a related field or equivalent specialized training/relevant experience.
- Experience: Minimum of five (5) years of solid experience in Wealth Management, Business Development, and Relationship Management functions.
- Licenses and Certifications: FINRA 7, 63 & 66 licenses, PA Life & Health License, and clean U4. CFP, CPA, or JD certification(s) preferred.
- Medical, dental, and vision insurance.
- 401(k) match and profit-sharing.
- Paid time off and 11 holidays.
- Tuition reimbursement and free parking.
Tompkins Community Bank is an equal opportunity employer and is committed to a policy of Equal Employment Opportunity (EEO) with respect to all team members and applicants for employment.
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