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Tompkins Financial Advisors · 1 week ago

Wealth Advisor - Mount Kisco, NY

Mount Kisco, NY

Full-time

Onsite

Senior Level

$105K/yr - $150K/yr

5+ years exp

Tompkins Financial Advisors is a company focused on delivering comprehensive wealth planning and financial strategies. The Wealth Advisor role involves building and maintaining client relationships, driving business development, and collaborating with internal partners to provide integrated wealth management solutions.

FinanceFinancial ServicesWealth Management

Responsibilities

Build and maintain trusted relationships with existing clients

Uncover client goals and develop tailored financial strategies

Deliver presentations and facilitate client meetings with professionalism and clarity

Monitor and adjust financial plans based on market conditions and client life changes

Educate clients on financial concepts and empower them to make informed decisions

Prospect for new clients and introduce them to services provided by Tompkins Financial Advisors

Foster relationships with centers of influence and community organizations

Regularly attend charitable events to support community engagement

Leverage referral networks and community involvement to expand the client base

Represent the organization at networking events and professional associations

Develop detailed financial plans using structured processes and planning software

Assemble and lead cross-functional client strategy teams

Act as a key advisor and resource to team members

Collaborate with internal partners across investment, trust, banking, and insurance to deliver integrated solutions

Contribute to strategic initiatives and process improvements within the department

Ensure all activities align with regulatory requirements and company standards

Maintain confidentiality and integrity in all client and business interactions

Stay current on industry regulations and apply best practices in all planning and advisory work

Document all client interactions and recommendations in accordance with compliance protocols

Provide guidance to teammates on client development and sales strategies

Promote a collaborative and growth-oriented team culture

Mentor junior advisors and support staff to build skills and confidence

Share expertise and contribute to a culture of continuous learning and development

Support a respectful, inclusive, and compliant workplace environment

Adhere to all internal policies and regulatory requirements

Perform additional duties as assigned

Qualification

Wealth ManagementBusiness DevelopmentRelationship ManagementCFP certificationCPA certificationJD certificationEmpathyProfessionalismCommunication skillsTeam collaborationAttention to detail