Wealth Advisor II

Job Overview

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships.

Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals‑based investment management strategy and financial plan.

• Serve as client’s primary point of contact.
• Deliver on Client Service Standards to maximize client satisfaction and drive retention and acquisition.
• Generate sales leads through cross‑function collaboration, centers of influence and personal contacts.
• Develop perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk.
• Select specific FFB asset allocation strategies according to client goals and risk tolerances.
• Implement FFB asset allocation strategies for new and incremental assets within client accounts.
• Coordinate unique portfolio requirements or client situations with FFB Investment Committee.
• Deliver annual investment reviews to clients.
• Communicate updates to FFB portfolio strategies to clients and prospects.
• Utilize financial planning to drive client retention and acquisition.
• Serve on the FFB Investment Committee as client advocate and strategy consultant.
• Complete regulator investment review requirements for assigned client accounts and adhere to other departmental compliance guidelines.

• Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity.
• Relationship management experience with clients is required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Demonstrated knowledge and use of financial planning software.
• Preferred:
  Business development experience, strong communication and presentation skills, banking or financial services experience.
• Bachelor’s degree in Business or related field. CFA/CFP is preferred.
• Demonstrated commitment to professional development and knowledge of industry practices and regulations.

$74,000/year to $100,000/year

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility:
All roles are incentive eligible with the exception of Co‑Op, Intern, or Student positions.

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti‑Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E‑Verify Employer.