VP, Wealth Advisor Job in Pittsfield, Massachusetts US

Purpose/Objective:   Under the direction of the Wealth Management Senior Vice President and Chief Investment Officer assists in implementing and delivering a full range of services to a select clientele, including complex trust and estate matters, investment management and financial planning. Candidate should also enjoy and thrive in a sales culture and have a strong desire to meet aggressive new business goals. Key Accountabilities:  Maintains existing client accounts by nurturing client relationships and educating on new services and products.  Meets consistently with clients to review trust Read more […]

August 14, 2009 • Tags: , , • Posted in: General • Comments Off on VP, Wealth Advisor Job in Pittsfield, Massachusetts US