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Senior Wealth Advisor: Client Strategy & Growth
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-08-17
Listing for:
First Financial Bank
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
First Financial Bank is seeking a Wealth Advisor who will be the primary point of contact for Wealth clients and responsible for maintaining and expanding client relationships. You will structure goals-based investment management and financial planning based on a deep understanding of each client’s finances and family situation.
The role involves delivering client service satisfaction, leading portfolio discussions, and coordinating asset allocation strategies with the Investment Committee.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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