Company · 6 open roles
Careers at Tompkins Financial Advisors
Tompkins Financial Advisors has 6 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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6 positions at Tompkins Financial Advisors
Senior Financial Planner
Tompkins Financial Advisors·Ithaca or Syracuse
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 …
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Tompkins Financial Advisors·Pittsford or Plymouth Meeting or Mount Kisco or Syracuse or Wyomissing or Ithaca
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors at Tompkins Financial Advisors. Location: Pittsford or Plymouth Meeting or Mount Kisco or Syracuse or Wyomissing or Ithaca. Role: leading recruitment, developing onboarding, facilitating …
Fiduciary Accounting and Reporting Analyst
Tompkins Financial Advisors·Ithaca or Brewster or Wyomissing or Batavia
Fiduciary Accounting and Reporting Analyst at Tompkins Financial Advisors. Location: Ithaca or Brewster or Wyomissing or Batavia. Role: preparing reports, managing distributions, supporting accountings Requirements: 5+ years fiduciary accounting or tax experience required; bachel…
Wealth Management Assistant Lead
Tompkins Financial Advisors·Pittsford, New York, United States
Wealth Management Assistant Lead at Tompkins Financial Advisors. Location: Pittsford, New York, United States. Role: Leadership development, Operational excellence, Risk oversight Requirements: Lead wealth management assistants, oversee admin processes, and develop staff while en…
Wealth Advisor III
Tompkins Financial Advisors·Pittsford, New York, United States
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 r…
Wealth Advisor III
Tompkins Financial Advisors·Plymouth Meeting, Pennsylvania, United States
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; c…