Senior Financial Planner

Responsibilities

• Drive planning engagement across the Central New York market — proactively identifying opportunities for clients and prospects and partnering with Wealth Advisors to advance planning conversations
• Use the firm’s planning platforms to build comprehensive financial models and deliver written recommendations that translate complex situations into clear, actionable guidance
• Present financial plans in client meetings with authority, fielding questions with confidence and connecting each recommendation clearly to the client’s goals and circumstances
• Monitor plan progress and conduct regular reviews, adjusting recommendations in response to market developments, regulatory changes, and evolving client circumstances
• Work alongside Wealth Advisors and Trust Officers as a member of each client’s strategy team, contributing discovery context and planning depth that inform and strengthen client conversations
• Serve as a planning resource across the wealth management team, supporting colleagues on complex cases and contributing current knowledge to team discussions and strategy sessions
• Bring planning expertise to prospect and referral conversations — including introductions from Tompkins Community Bank banking partners — in support of the advisory team’s client development efforts

Qualifications

• Bachelor’s degree in finance, business, or a related field required
• Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations
• CFP® (Certified Financial Planner®) designation strongly preferred; CPA, CFA, CTFA, or comparable advanced credential with relevant planning experience may be considered
• Demonstrated success leading comprehensive financial plans for clients with complex, high-net-worth, business owner, executive, retirement, estate, charitable, or multi-generational planning needs
• Proficiency in financial planning software; experience with eMoney or similar platforms preferred
• Strong analytical, research, and critical thinking skills with the ability to interpret findings and communicate recommendations effectively
• Proven ability to present complex financial information clearly to clients and stakeholders
• Demonstrated ability to mentor colleagues, influence planning standards, and maintain current knowledge of financial planning, tax, estate, investment, risk management, and regulatory disciplines through ongoing professional development

Benefits

• Medical
• Dental
• Vision
• 401(k) Match
• Profit Sharing
• Paid Time Off
• 11 Holidays
• Tuition Reimbursement
• Free Parking throughout Tompkins Community Bank
• Employee Referrals