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Senior Financial Planner @ Tompkins Financial Advisors

Ithaca or SyracuseOnsiteFull Time
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About this role

Senior Financial Planner at Tompkins Financial Advisors. Location: Ithaca or Syracuse. Role: leading planning, mentoring colleagues, advising clients Requirements: Bachelor's degree required; 5+ years financial planning or related advisory experience; CFP® preferred; proficiency with eMoney; strong analytical, communication, and mentoring skills. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney Certifications: cfp, cpa, cfa, ctfa Commitment: Full Time Workplace: Onsite Languages: English

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