VP, Investment Advisor & Financial Planner
: Job Details :


VP, Investment Advisor & Financial Planner

Berkshire Bank

Location: Albany,NY, USA

Date: 2024-12-14T20:52:03Z

Job Description:

**Position** : VP, Investment Advisor & Financial Planner

**Location** : Albany, NY

**Division:** Asset Management

**Department:** Berkshire Wealth Management

**Reports to:** SVP, Wealth Management Administration

**Status:** Exempt/Officer

**Grade:** 12

**Pay Range:** $80,083 - $170,031

_Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location._

**Location:** Providence, RI - 100 Westminster St

**Purpose/Objective** **:**

Assists in implementing and delivering a full range of services to clients, including financial planning, investment advising, and fiduciary services. Thrives in a growth and mission-driven culture.

**Key Accountabilities** **:**

+ Meets regularly with clients and provides input on long-term financial and estate planning matters.

+ Implements investment strategies determined by the investment committee based on client objectives and risk tolerance.

+ Represents Berkshire at conferences and seminars; creates content on financial planning; provides education externally on financial planning concepts; builds relationships with thought leaders and external partners to enhance the financial wellness of Berkshire clients.

+ Assists in identifying, developing, and responding to new business opportunities. Contributes to new business goals by developing new sales opportunities through a variety of different channels both internally and externally. Collaborates with colleagues throughout the bank to achieve a high level of broad client service.

+ Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by ones duties.

**Education:**

+ BA or equivalent degree

+ CFP designation or progress toward CFP preferred

**Experience:**

+ 5+ years of Wealth Management experience managing client relationships with expertise in financial planning

+ Excellent understanding of capital markets

+ Strong fiduciary background

+ Strong relationships with external partners including estate planning attorneys and accountants

+ Demonstrated record of meeting new business goals

**Skills & Knowledge:**

+ Strong financial planning skills required

+ Strong interpersonal skills; Ability to collaborate and work in a team environment

+ Ability to handle large workloads efficiently; excellent time management skills

+ Excellent writing & communication skills; ability to communicate complex information in terms clients will understand

+ Ability and willingness to engage in public presentations in an educational capacity through in person and virtual channels

+ Demonstrated ability to develop, present and implement financial plans with Bank clientele and prospects

+ Ability to communicate investment concepts including performance reviews

+ Ability to create a sense of trust and confidence quickly with new clients and to maintain both with existing clients

+ Demonstrates a high level of Berkshire Banks Be FIRST values

Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

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