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: Providence, RI - 100 Westminster 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. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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