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Responsible for devoloping and maintaining client relationships in the Tampa, Sarasota, Fort Myers, Naples, and Clear Water, Florida. Will also be responsible for creating comprehensive wealth plans and coordinating financial strategies to align with each clients 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 an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to achieve/exceed business objectives.
Responsibilities: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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#financialadvisors
Full Time
$63k-93k (estimate)
07/01/2024
07/18/2024