About this role
Wealth Advisor III at Tompkins Community Bank. Location: Pittsford, New York, United States. Role: Managing clients, Developing plans, Leading collaboration Requirements: Bachelor’s degree or equivalent; 10+ years wealth management experience; CFP, CPA, or JD preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English