Job Information
Berkshire Bank VP, Investment Advisor & Financial Planner in Boston, Massachusetts
Position : VP, Investment Advisor & Financial Planner
Location : Boston, MA
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: Boston, MA - 60 State 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.