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Confidential
Boston, MA, United States
Vice President, Investment Advisor & Financial Planner About the Company Prominent operator of regional banks Industry Banking Type Public Company Founded 1846 Employees 1001-5000 Categories Banking Financial Services Banking & Mortgages Consulting & Professional Services Banks Berkshire Finance Specialties Banking Personal Banking & Small Busine
Job Source: ConfidentialConfidential
Boston, MA, United States
Vice President, Relationship Manager About the Company Profitable broker & financial advisory firm Industry Financial Services Type Public Company Founded 1989 Employees 5001-10,000 Categories Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Profession
Job Source: ConfidentialBaystate Financial
Boston, MA, United States
Company Description Since 1901, Baystate Financial has been helping clients gain clarity, leverage, and financial independence. With a focus on the client's individual needs, Baystate Financial specializes in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Headquartered in
Job Source: Baystate FinancialFactory Mutual Insurance Company
Waltham, MA, United States
Overview : FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineer
Job Source: Factory Mutual Insurance CompanyFM Global Gruppe
Waltham, MA, United States
FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and res
Job Source: FM Global GruppeBank of America
Medfield
Financial Solutions Advisor - Consumer Investments - Southwest MA Market Medfield, Massachusetts;Stoughton, Massachusetts; Bellingham, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ho
Job Source: Bank of AmericaBank of America
Stoughton
Financial Solutions Advisor - Consumer Investments - Southwest MA Market Medfield, Massachusetts;Stoughton, Massachusetts; Bellingham, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ho
Job Source: Bank of AmericaSelby Jennings
Boston, MA, United States
Job Overview: We are seeking a talented and motivated Investment Associate and VP to join our team and play a key role in evaluating, executing, and managing investment opportunities in the lower middle market. The ideal candidate will have a strong analytical mindset, exceptional financial modeling skills, and a passion for uncovering value in dy
Job Source: Selby JenningsBoston, MA, United States
VP, Investment Advisor & Financial Planner
Division: Asset Management
Department: Berkshire Wealth Management
Reports to: SVP, Wealth Management Administration
Status: Exempt/Officer
Grade: 12
Date: 2024
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:
BAor 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.
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Email Alert for VP, Investment Advisor & Financial Planner jobs in Boston, MA, United States
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