Affluent Banking Relationship Advisor

First Financial Bank

Cincinnati (OH)

On-site

USD 66,000 - 88,000

Full time

13 days ago
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Job summary

First Financial Bank is seeking a Preferred Banker to lead high-net-worth client relationships within its Wealth and Investment Division (Yellow Cardinal). You will develop holistic financial plans, cross-sell banking and investment solutions, and partner with internal and external specialists to grow the book in the Cincinnati region.

The role emphasizes proactive engagement, community involvement, and a trusted advisor relationship across the bank.

Qualifications

  • Bachelor’s degree or equivalent experience.
  • FPQP equivalent or higher with a desire to pursue advanced financial designations (CFP, CWS, ChFC).
  • Demonstrate strong product knowledge related to banking products, services, and credit solutions.

Responsibilities

  • Act as the primary relationship lead for assigned clients, developing personalized plans and strategies.
  • Build trust through timely communication, document progress, and deliver on plans.
  • Develop relationships with partners and community groups to expand client opportunities.

Skills

Relationship management
Sales experience
Communication skills
Time management
Independent work
Team collaboration

Education

Bachelor's Degree or equivalent
FPQP certification or higher
CFP certification
CWS certification
ChFC certification

Job description

First Financial Bank is seeking a Preferred Banker to lead high-net-worth client relationships within its Wealth and Investment Division (Yellow Cardinal). You will develop holistic financial plans, cross-sell banking and investment solutions, and partner with internal and external specialists to grow the book in the Cincinnati region.

The role emphasizes proactive engagement, community involvement, and a trusted advisor relationship across the bank.

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