TOMPKINS FINANCIAL CORPORATION
Wealth Advisor (Project Management)
Requires significant relationship management, business development, presentation and sales skills to establish the WA as a trusted, client-focused, financial partner:
Build and maintain existing client relationships.
Prospect for new business in the community and introduce them to Tompkins Financial services.
Seek referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources.
Assist Company in attainment of profitability goals and corporate vision by developing and implementing strategies to increase the scope of services to existing and potential clients to expand share of wallet and grow overall business results.
In partnership with the other members of the client strategy team, accountable to ensure that the Company's client experience standards for Financial Planning and Client Relationship development are met.
Identify and engage other professionals to create a client strategy team for the client based on needs discovered and solutions needed.
Act as a key advisor to provide professional support to team members and demonstrate an integrated team of wealth management professionals (investment, banking, trust, insurance, etc) to achieve/exceed business objectives.
Demonstrate a high level of integrity in business activities ensuring confidentiality and sound business decisions that work towards client goals and objectives and are compliant with all regulatory requirements.
Develop detailed and complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients.
Community involvement duties to include, attending a minimum of 6 to 8 charitable events per year.
Assist teammates to build their own client base and assist them with sales strategies.