About this role
Wealth Advisor III at Tompkins Financial Advisors. Location: Plymouth Meeting, Pennsylvania, United States. Role: Manage relationships, Develop plans, Grow revenue Requirements: 10+ years in wealth management and relationship management; bachelor's degree; CFP/CPA/JD preferred; continuing education required. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cpa, jd Commitment: Full Time Workplace: Hybrid Languages: English