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VP, Wealth Advisor & Financial Planner

Berkshire Bank
Providence, Rhode Island
Competitive salary & benefits package
Closing date
Apr 22, 2023

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job Details

VP, Wealth Advisor & Financial Planner


Division:             Asset Management

Department:     Berkshire Wealth Management

Reports to:        SVP, Wealth Management Administration

Status:                Exempt/Officer

Grade:                12

Date:                  2023




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.



  • BA or equivalent degree
  • CFP® designation or progress toward CFP® preferred



  • 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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