Senior Wealth Advisor - Client Relationships & Strategy

First Financial Bank; Grand Rapids; On-site; CAD 181,000 - 251,000; Full time

Benefits offered by this job

Benefits package

Incentive eligibility

Job summary

First Financial Bank is seeking a Wealth Advisor to be the primary contact for Wealth clients, building and maintaining relationships while delivering goals-based investment strategies and financial planning.

You will develop deep knowledge of clients’ financial and family situations, implement asset allocation, lead annual reviews, and collaborate with the Investment Committee to meet regulatory requirements.

Qualifications

• Ten years of successful investment and/or portfolio management experience with sophisticated clients.
• Relationship management experience required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Extensive experience with financial planning software.
• CFA/CFP strongly preferred.

Responsibilities

• 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.
• Utilization of financial planning to drive client retention and acquisition.
• Serves on the Investment Committee as client advocate and strategy consultant.
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.

Skills

Investment management

Relationship management

Communication skills

Financial planning software

Business development

Education

Bachelor's degree in Business or related field

CFA/CFP preferred

Job description

First Financial Bank is seeking a Wealth Advisor to be the primary contact for Wealth clients, building and maintaining relationships while delivering goals-based investment strategies and financial planning.

You will develop deep knowledge of clients’ financial and family situations, implement asset allocation, lead annual reviews, and collaborate with the Investment Committee to meet regulatory requirements.