The Senior Financial Planner role at Tompkins Financial Advisors is an on-site position in Ithaca, NY. This role leads the financial planning process from initial analysis through delivery and ongoing review, and drives planning engagement across the Central New York market.
Responsibilities
- Lead planning engagement across the Central New York market by proactively identifying opportunities for clients and prospects and collaborating with Wealth Advisors to advance planning conversations
- Utilize the firm’s planning platforms to construct comprehensive financial models and present written recommendations that translate complex scenarios into clear, actionable guidance
- Present financial plans in client meetings with authority, address questions confidently, and connect each recommendation to the client’s goals and circumstances
- Monitor plan progress with regular reviews and adjust recommendations in response to market developments, regulatory changes, and evolving client situations
- Collaborate with Wealth Advisors and Trust Officers as part of each client’s strategy team, contributing discovery context and planning depth to inform conversations
- Serve as a planning resource across the wealth management team, supporting colleagues on complex cases and contributing current knowledge to team discussions and strategy sessions
- Provide planning expertise to prospect and referral conversations, including introductions from Tompkins Community Bank banking partners, to support the advisory team’s client development efforts
- Maintain substantive, current knowledge across financial planning, tax, estate, and investment disciplines, pursuing continuing education aligned with CFP designation requirements
Requirements
- Bachelor’s degree in finance, business, or a related field required
- Minimum of five years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations
- CFP designation strongly preferred; CPA, CFA, CTFA, or comparable advanced credential with relevant planning experience may be considered
- Proven success leading comprehensive financial plans for clients with complex, high-net-worth, business owner, executive, retirement, estate, charitable, or multi-generational planning needs
- Proficiency in financial planning software; experience with eMoney or similar platforms preferred
- Strong analytical, research, and critical thinking skills with the ability to interpret findings and communicate recommendations effectively
- Proven ability to present complex financial information clearly to clients and stakeholders
- Demonstrated ability to mentor colleagues, influence planning standards, and maintain current knowledge of financial planning, tax, estate, investment, risk management, and regulatory disciplines through ongoing professional development
Technologies
Benefits
- Medical
- Dental
- Vision
- 401(k) Match
- Profit Sharing
- Paid Time Off
- 11 Holidays
- Tuition Reimbursement
- Free Parking throughout Tompkins Community Bank
- Employee Referrals
Overview
Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation. The institution traces its roots to 1836, with a wealth advisory practice established in 1891. The firm maintains advisor offices across New York, Pennsylvania, and Florida, and manages more than $3 billion in assets under management. The organization is known for earning the trust of families across generations. Joining Tompkins means aligning with a long-term perspective, combining the resources and stability of a full-service financial institution with the personal attention that defines a true advisory relationship.
EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity (EEO) with respect to all team members and applicants for employment, and to a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status. For more information, please click here. #financialadvisors #LI-ONSITE
Pay Range
USD 110,000 - 135,000 per year
