Wealth Advisor II

Job Summary

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The role involves maintaining existing wealth relationships and developing new client relationships. The advisor is responsible for developing a deep knowledge of each client’s financial and family situation in order to structure a goals‑based investment management strategy and financial plan.

• Serves as client’s primary point of contact.
• Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition.
• Generates sales leads through cross‑function collaboration, centers of influence and personal contacts.
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk.
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances.
• Implements FFB asset allocation strategies for new and incremental assets within client accounts.
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee.
• Delivers annual investment reviews to clients.
• Communicates updates to FFB portfolio strategies to clients and prospects.
• Utilizes financial planning to drive client retention and acquisition.
• Serves on the FFB Investment Committee as client advocate and strategy consultant.
• Completes regulatory investment review requirements for assigned client accounts and adheres to 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.
• Business development experience is a plus.
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients.
• Experience in banking or financial services is preferred.
• Bachelor’s degree in Business or related field; CFA/CFP is preferred.
• Demonstrated commitment to professional development.
• Demonstrated knowledge of industry practices and regulations.

• Degree in Business or related field; CFA/CFP preferred.
• Strong communication and presentation skills.
• Professional development commitment.

Occasionally lifts and carries up to 20 lbs. Frequently lifts and carries up to 10 lbs. Frequently sits, stands and drives.

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, and all other lending and deposit compliance requirements.

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

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

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.