Wealth Advisor II: Client‑Centric Portfolio & Planning
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-09-07
Listing for:
First Financial Bank
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
First Financial Bank in Cincinnati seeks an experienced investment professional to structure goals-based wealth strategies and financial plans. You will serve as the primary client contact, deliver service standards, and collaborate across teams to drive retention and growth.
The role requires five years in investment/portfolio management, strong communication, and knowledge of risk, asset allocation, and financial planning software. CFA/CFP preferred;
Bachelor’s in Business is required.
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