Senior Financial Planner

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Overview

Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations.
Joining Tompkins means joining a team that takes the long view — because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship.
Position Role
The Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors – technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Working alongside Wealth Advisors and Trust Officers,



this role owns the financial planning process from initial analysis through delivery, implementation, and ongoing review, with support extending across the firm’s enterprise footprint where needed.
The Senior Financial Planner exercises genuine professional judgement in developing plans that address complex, multi-generational financial situations, and serves as a trusted planning resource across the wealth management team.

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

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