Wealth Advisor IV

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

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! 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.

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

Minimum Knowledge, Skills, and Abilities

• Ten (10) years of successful investment and/or portfolio management experience; experience working with clients with sophisticated investment management and financial planning needs.
• Relationship management experience with clients is required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Extensive experience with financial planning software.
• Preferred Knowledge and Skills: Extensive 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 other related field of study.
• CFA/CFP is strongly preferred.
• Demonstrated commitment to professional development.
• Demonstrated knowledge of industry practices and regulations.

Physical Requirements

• 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, as well as all other lending and deposit compliance requirements.

Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities N/A

Compensation and Benefits

Pay Range: $130,000/year to $180,000/year

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

Incentive Eligibility

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

Equal Opportunity Employment

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.

Mission and Values

At first financial bank, our mission is clear: 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 believe that how we work is just as important as what we achieve.

That’s why we’re guided by core values that shape everything we do: Doing the right thing Teamwork Mutual respect Wellbeing Excellence

Our success starts with our people. We know that when our associates are talented, engaged, and supported, they create outstanding results.

If you're looking to be part of a team that values integrity, inclusion, and collaboration—and where your growth matters—you’ll find your future here.