Wealth Advisor III; Canton

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.

• 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 asset allocation strategies according to client goals and risk tolerances; implements asset allocation strategies for new and incremental assets within client accounts.
• Coordinates unique portfolio requirements or client situations with Investment Committee.
• Delivers annual investment reviews to clients. Communicates updates to portfolio strategies to clients and prospects.
• Utilizes financial planning to drive client retention and acquisition.
• Serves on Investment Committee as client advocate and strategy consultant.
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.

• Seven (7) years of successful investment and/or portfolio management experience; experience with clients with complex investment management and financial planning needs.
• 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 and knowledge of industry practices and regulations.

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 Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

We have relevant, thoughtful benefits and programs that support every aspect of our associates  holistic wellbeing. Incentive eligibility applies to most roles with exceptions noted in job postings. All roles are subject to applicable law and company policy.

We are an E-Verify Employer. Our policy is 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.

At First Financial Bank, our mission is to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve. We are guided by core values that shape everything we do:
Doing the right thing, Teamwork, Mutual respect, Wellbeing, Excellence.