Wealth Advisor II

Tompkins Community Bank•Syracuse, NY

About The Position

The Wealth Advisor is responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client’s goals and values. This role serves as a key advisor and team collaborator, integrating investment, banking, trust, and insurance professionals to deliver a holistic client experience. The incumbent must demonstrate a proven ability to uncover client goals and plan for them either individually or with the support of partners. Strong written and verbal communication skills are needed. Success in this role requires comfort with presenting to small and mid-size groups, attention to detail, and the ability to perform under pressure. Flexibility, empathy, and professionalism are essential to fostering trust and delivering exceptional service in a dynamic and client-focused environment.

Requirements

Bachelor’s Degree in a related field or equivalent experience required.
Minimum of five (5) years of experience in Wealth Management, Business Development, and Relationship Management.

Nice To Haves

CFP, CPA, or JD certification(s) preferred.

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.