VP, Financial Planner & Wealth Advisor

Employer
Berkshire Bank
Location
Albany, New York
Salary
Competitive salary & benefits package
Closing date
Dec 23, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

VP, Financial Planner/Wealth Advisor

Division:              Asset Management

Department:      Berkshire Wealth Management

Reports to:         SVP, Wealth Management Administration

Status:                 Exempt/Officer

Date:                     2022

 

Purpose/Objective:  

Assists in implementing and delivering a full range of services to clients, including financial planning and fiduciary services. Should also enjoy and thrive in a growth and mission-driven culture.

Key Accountabilities:

  • Maintains existing client accounts by nurturing client relationships and educating on new services and products.  Meets regularly with clients and provides input on long-term financial and estate planning matters.
  • 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 high net worth client relationships with expertise in financial planning
  • 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
  • Succession planning expertise preferred
  • 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 leadership behaviors

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.

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