VP, Investment Advisor & Financial Planner
: Job Details :

Division: Asset ManagementDepartment: Berkshire Wealth ManagementReports to: SVP, Wealth Management AdministrationStatus: Exempt/OfficerGrade: 12Pay Range: $80,083 - $170,031Actual 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 StPurpose/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 one's duties.Education:* BA or equivalent degree* CFP designation or progress toward CFP preferredExperience:* 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 goalsSkills & 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 Bank's Be FIRST valuesBerkshire 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.