About this role
Wealth Advisor III at Tompkins Financial Advisors. Location: Pittsford, New York, United States. Role: Client management, Business development, Strategic planning Requirements: Bachelor’s degree or equivalent experience; 10+ years in wealth management, business development, and relationship management; CFP, CPA, or JD preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English