What are the responsibilities and job description for the VP, Wealth Advisor position at Berkshire Bank?
Job Description
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 : Boston, MA
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.
- 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 :
Experience :
Skills Knowledge :
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.
Salary : $80,083 - $170,031
