VP, Investment Advisor & Financial Planner

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.