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Wealth Management Advisor

Tompkins Financial Advisors

This is a Contract position in Syracuse, NY posted January 15, 2020.

Wealth Management Advisor
– Ithaca or Syracuse, New York Position Summary: This position is responsible for building and maintaining existing client relationships; seeking referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and demonstrate an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to achieve/exceed business objectives.

Primary Responsibilities: Requires significant relationship management, business development, presentation and sales skills to establish the WA as a trusted, client-focused, financial partner: Prospect for new business in the community and introduce them to Tompkins Financial services.

Seek referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources.

Assist 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 to expand share of wallet and grow overall business results.

In partnership with the other members of the client strategy team, accountable to ensure that the Company’s client experience standards for Financial Planning and Client Relationship development are met.

Identify and engage other professionals to create a client strategy team for the client based on needs discovered and solutions needed.

Act as a key advisor to provide professional support to team members and demonstrate an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to achieve/exceed business objectives.

Demonstrate a high level of integrity in business activities ensuring confidentiality and sound business decisions that work towards client goals and objectives and are compliant with all regulatory requirements.

Develop detailed and complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients.

Community involvement duties to include, attending a minimum of 6 to 8 charitable events per year.

Assist teammates to build their own client base and assist them with sales strategies.

Required Qualifications: BS or BA degree in related field or equivalent related specialized training.

Five (5) years of related experience, with demonstrated management and supervisory skills.

Proven ability to uncover client personal goals and objectives to create a personalized and meaningful plan.

Excellent written and verbal communication and interpersonal skills.

Able to adapt and deliver presentations to small groups, as well as larger audiences.

Attention to detail with demonstrated ability to build effective financial plans offering a variety of solutions.

Works well under pressure.

Demonstrates flexibility and empathy.

Preferred Qualifications: Master’s degree in Business Management.

FINRA 7, 63 & 66 licenses, NY Life & Health License and clean U4.

CFP, CPA or JD certification(s).

Experience related to wealth management business development and relationship management functions.

Equal Employment Opportunity/Affirmative Action Employer Tompkins Financial Corporation is committed to the hiring, advancement and fair treatment of all individuals without regard to race, color, creed, religion, age, sex, national origin, disability, veteran status, marital status, family status, gender identity or expression, sexual orientation, and genetic information, or any other protected status in accordance with applicable federal and state laws.