VP, Investment Advisor & Financial Planner
 Berkshire Bank | |
 United States, Rhode Island, Providence | |
| 30 South Pearl Street (Show on map) | |
 Dec 18, 2024 | |
|
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 one's 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 Bank's 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. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled | |