Senior Financial Planner

• 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
• Maintain substantive, current knowledge across financial planning, tax, estate, and investment disciplines, pursuing continuing education consistent with CFP^® designation requirements

All planning work is conduced in accordance with applicable regulatory requirements, firm policy and the firm’s standards of client confidentiality and professional integrity.

• 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. 

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

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. 

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