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 documents, assists in their estate tax return preparation and review, and provides input on their long term financial plan, investment strategy and asset allocation. Provides fiduciary input and oversight for the entire Wealth Management team.
Assists in identifying, developing and responding to new business opportunities. Will be expected to significantly contribute to the department level new business goals by developing new sales opportunities through a variety of different channels both internally and externally. Also, responsible for cross selling of other bank products and services.
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Member FDIC. Member DIF
Equal Opportunity Employer
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