Senior Financial Planner - Strategic Wealth Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Tompkins Financial Advisors in Central New York seeks a Senior Financial Planner to own the planning process from initial analysis through delivery and ongoing review, collaborating with Wealth Advisors and Trust Officers.
You will craft plans for complex, multi‑generational situations, present recommendations in client meetings with clear connection to goals, and maintain current knowledge across tax, estate, and investment disciplines.
For the Senior Financial Planner
- Strategic Wealth Planning position at Tompkins Financial Advisors, we are reviewing applications now.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Financial Planner
- Strategic Wealth Planning role in the description above.
We appreciate your interest in this position.
Join Tompkins Financial Advisors and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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