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Wealth Management Client Advisor: Grow & Protect Your Book
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-21
Listing for:
First Commonwealth Bank
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
First Commonwealth Bank in Independence, OH is seeking a Client Advisor to manage, retain, and expand a book of business for large relationships. The role emphasizes fiduciary planning, regulatory compliance, and cross‑team collaboration to deliver integrated financial solutions.
Requirements include a Bachelor’s degree in business or accounting, 5+ years of related experience, and knowledge of financial planning. CFP/CTFA/CPA credentials are a plus and some regional travel is expected.
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