- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… more
- Ithaca College (Ithaca, NY)
- …candidate will teach undergraduate courses in courses in personal financial planning and wealth management spaces. The School of Business seeks to empower our ... 5 years of recent industry experience in the areas of personal financial planning/ wealth management or investment. Professional certifications such as CFP, CFA,… more