VP, Investment Advisor & Financial Planner

**Position** : VP, Investment Advisor & Financial Planner**Location** : Albany, NY**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 ones 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 Banks Be FIRST valuesBerkshire 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.