About this role
Wealth Advisor III at Tompkins Community Bank. Location: Plymouth Meeting or Wyomissing. Role: Managing relationships, Developing plans, Collaborating with teams Requirements: Bachelor’s degree or equivalent experience; 10+ years in wealth management/relationship management; CFP/CPA/JD preferred with CE requirements. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English