Tompkins Financial Advisors Jobs

Tompkins Financial Advisors

WHITE PLAINS, NY | 214 followers

Tompkins Financial Advisors Overview

WEBSITE tompkinsfinancialadvisors.com
HEADQUARTERS WHITE PLAINS, NY
SIZE 200 - 500
FOUNDED 1836
CEO TIFFANY O'TOOLE
REVENUE <$5M
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About Tompkins Financial Advisors

Tompkins Financial Advisors is an independent, fee-based, wealth management firm with offices throughout New York and southeastern Pennsylvania. Our focus is on understanding our client's complete financial picture so we can provide the wealth management strategies that make a meaningful difference in our client's lives. We specialize in investment management, financial planning, wealth transfer strategies and wealth preservation strategies for individuals and businesses. Tompkins Financial Advisors is part of Tompkins Financial Corp, a financial services holding company, publicly traded on th...e NYSE under the symbol TMP. The company is committed to creating long-term value for our clients, our communities and our shareholders. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Tompkins Trust Company and Tompkins Financial Advisors are not registered broker/dealers and are not affiliated with LPL Financial. The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. More
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Wealth Advisor III at Tompkins Financial Advisors

Pittsford, NY | Full Time
$118k-158k (estimate)
4 Months Ago
Overview. The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client’s goals and values. The ...

Chief Investment Officer at Tompkins Financial Advisors

Plymouth, PA | Full Time
$339k-513k (estimate)
5 Months Ago
Overview. The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive management team. This position is responsible for the administration and management of the multi-billion dollar TFA investment portfolio and overall investment program. Responsibilities include establishment and maintenance of sound investment policy in conjunction with the TFA Investment C...

Chief Investment Officer at Tompkins Financial Advisors

Mount Kisco, NY | Full Time
$370k-559k (estimate)
5 Months Ago
Overview. The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive management team. This position is responsible for the administration and management of the multi-billion dollar TFA investment portfolio and overall investment program. Responsibilities include establishment and maintenance of sound investment policy in conjunction with the TFA Investment C...

Wealth Advisor III at Tompkins Financial Advisors

Wyomissing, PA | Full Time
$100k-139k (estimate)
5 Months Ago
Overview. The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor III will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client’s goals and values. The ...

Chief Investment Officer at Tompkins Financial Advisors

Pittsford, NY | Full Time
$295k-447k (estimate)
5 Months Ago
Overview. The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive management team. This position is responsible for the administration and management of the multi-billion dollar TFA investment portfolio and overall investment program. Responsibilities include establishment and maintenance of sound investment policy in conjunction with the TFA Investment C...

Trust and Estates Fiduciary Accounting Specialist at Tompkins Financial Advisors

Brewster, NY | Full Time
$90k-112k (estimate)
9 Months Ago
Overview. This position offers flexibility in location and may be based at our Corporate Headquarters in Ithaca, NY, or at our offices in Pittsford, Batavia, Syracuse, Brewster, NY and Wyomissing, PA. The selected candidate will be required to work onsite at least three (3) days per week. As a member of the Tompkins Financial Advisor's Fiduciary Team, the individual in this role will prepare detailed fiduciary accountings and draft estate and fid...

Trust and Estates Fiduciary Accounting Specialist at Tompkins Financial Advisors

Wyomissing, PA | Full Time
$82k-102k (estimate)
9 Months Ago
Overview. This position offers flexibility in location and may be based at our Corporate Headquarters in Ithaca, NY, or at our offices in Pittsford, Batavia, Syracuse, Brewster, NY and Wyomissing, PA. The selected candidate will be required to work onsite at least three (3) days per week. As a member of the Tompkins Financial Advisor's Fiduciary Team, the individual in this role will prepare detailed fiduciary accountings and draft estate and fid...

Wealth Advisor - Mount Kisco, NY at Tompkins Financial Advisors

Mount Kisco, NY | Full Time
$68k-97k (estimate)
9 Months Ago
Overview. Responsible for building and maintaining existing client relationships. creating comprehensive wealth plans and coordinated financial strategies to align with each client’s goals and values. seeking referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources. acting as a key advisor to provide professional support to team members and assembling ...

Trust and Estates Fiduciary Accounting Specialist at Tompkins Financial Advisors

Ithaca, NY | Full Time
$80k-100k (estimate)
9 Months Ago
Overview. This position offers flexibility in location and may be based at our Corporate Headquarters in Ithaca, NY, or at our offices in Pittsford, Batavia, Syracuse, Mt. Kisco, NY and Wyomissing, PA. The selected candidate will be required to work onsite at least three (3) days per week. Position Summary. As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary ...

Managing Director - Southeastern Pennsylvania Market at Tompkins Financial Advisors

Wyomissing, PA | Full Time
$263k-405k (estimate)
2 Months Ago
Overview. Responsible for the management and business development of Tompkins Financial Advisors (TFA) in an assigned market. Expected to ensure an exceptional client experience with complete wealth management services including planning, investments and trust services. lead wealth management business development efforts within the market. oversee or manage assigned wealth management accounts in accordance with legal requirements, and department ...
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