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VP, Investment Advisor

3 months ago

Boston, United States Berkshire Bank Full time

VP, Investment Advisor & Financial Planner

Division:              Asset Management

Department:      Berkshire Wealth Management

Reports to:         SVP, Wealth Management Administration

Status:                 Exempt/Officer

Grade:                  12

Date:                     2024

 

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.