Senior Wealth Advisor — Holistic Planning & Growth
Listed on 2026-10-14
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Tompkins Financial Corp. in Ithaca, NY seeks a Wealth Advisor to build and maintain client relationships, deliver comprehensive wealth planning, and coordinate with investment, trust, banking, and insurance professionals to provide holistic client experiences.
The role requires strong communication, ability to present to groups, and a proven track record in client acquisition and service. A Bachelor's degree is required; CFP/CPA/JD is preferred, with a collaborative, compliant, client-centric
Are you ready to take on the Senior Wealth Advisor — Holistic Planning & Growth role at Tompkins Financial Corp.?
The Senior Wealth Advisor — Holistic Planning & Growth position in the Finance, Sales field is open for applications.
We have an opening for a Senior Wealth Advisor — Holistic Planning & Growth in Town of Ithaca, NY, United States within Finance, Sales.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).