This job has expired

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
You need to sign in or create an account to save a job.

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.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert