**Position** : VP, Investment Advisor & Financial Planner **Location** : Providence, RI **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports to:** SVP, Wealth Management Administration **Status:** Exempt/Officer **Grade:** 12 **Pay Range:** $80,083 - $158,503 _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.