This position is responsible for building, then maintaining client relationships; creating wealth plans and coordinating financial strategies to align with each client’s goals and values; seeking referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources; acting as a key advisor and partnering with an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to achieve/exceed business objectives.

Responsibilities:

• Possesses knowledge and skills related to relationship management, business development, presentation and sales to establish a trusted, client-focused, financial partnerships:
  • Build and maintain existing client relationships.
  • Prospect for new business in the community and introduce them to Tompkins Financial services.
  • Seek referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources.
  • Assist Company in attainment of profitability goals and corporate vision by developing and implementing strategies to increase the scope of services to existing and potential clients to expand share of wallet and grow overall business results.
  • In partnership with the other members of the client strategy team, accountable to ensure that the Company’s client experience standards for Financial Planning and Client Relationship development are met.
  • Identify and engage other professionals to create a client strategy team for the client based on needs discovered and solutions needed.
  • Act as a key advisor to provide professional support to team members and demonstrate an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to achieve/exceed business objectives.
  • Demonstrate a high level of integrity in business activities to ensure confidentiality and sound business decisions that work towards client goals and objectives and are compliant with all regulatory requirements.
  • Develop detailed and complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients.
  • Community involvement duties to include, attending a minimum of 6 to 8 charitable events per year.
  • All other duties as assigned.

Qualifications:

• A Bachelor’s Degree in a related field or equivalent specialized training/relevant experience.
• One (1) to five (5) years’ of experience in Financial Planning/Wealth Management, Business Development and Relationship Management functions required.
• Knowledge and understanding of financial statements
• Ability to meet client personal goals and objectives by creating a personalized and meaningful plan.
• Excellent written and verbal communication and interpersonal skills.
• Able to adapt and deliver presentations to small groups
• Ability to work well under pressure.
• Demonstrate flexibility and empathy.
• FINRA 7, 63 & 66 licenses, NY Life & Health License and clean U4.

Equal Employment Opportunity/Affirmative Action Employer Tompkins Financial Corporation is committed to the hiring, advancement and fair treatment of all individuals without regard to race, color, creed, religion, age, sex, national origin, disability, veteran status, marital status, family status, gender identity or expression, sexual orientation, and genetic information, or any other protected status in accordance with applicable federal and state laws.