Client Advisor - Wealth Management

First Commonwealth Bank; Independence Township (OH); On-site; USD 120,000 - 190,000; Full time

Job summary

First Commonwealth Bank seeks a Client Advisor to drive business development while managing a portfolio of high net worth clients. You will deliver comprehensive wealth planning and collaborate with a team of wealth management specialists to grow the high net worth business of First Commonwealth Advisors.

The role requires clear communication of complex financial concepts and strong relationship-building abilities, with a focus on exceeding client expectations and supporting growth objectives.

Qualifications

• Bachelor's degree in business, accounting, or related field preferred.

Responsibilities

• Prospecting for new client relationships.
• Delivering financial planning solutions.
• Fostering client retention.
• Collaborating with wealth management specialists to grow the high net worth business.
• Generating business through referrals and existing client relationships.
• Providing guidance across financial planning, retirement, and estate planning.

Education

Bachelor's Degree in Business, Accounting, or related field

Tools

Financial Planning Software

Job description

The Client Advisor position is responsible for driving business development initiatives while managing and expanding a portfolio of high net worth clients. This multifaceted role requires a combination of consultative sales expertise, relationship management skills, and comprehensive wealth planning knowledge. Key responsibilities include prospecting for new client relationships, delivering financial planning solutions, fostering client retention, and collaborating with a team of wealth management specialists to grow the high net worth business of First Commonwealth Advisors. Business development efforts are generated through referrals from bank partners, centers of influence, and existing client relationships. The Client Advisor serves as a trusted advisor, providing guidance across a broad range of wealth management disciplines, including financial planning, retirement planning, and estate planning. Success in this role requires a strong understanding of wealth management principles, exceptional relationship-building abilities, and the capacity to communicate complex financial concepts clearly and effectively. The Client Advisor must work collaboratively with internal specialists to deliver integrated wealth management strategies, exceed client expectations, and support the achievement of individual and organizational growth objectives.

Key responsibilities

• Prospecting for new client relationships.
• Delivering financial planning solutions.
• Fostering client retention.
• Collaborating with a team of wealth management specialists to grow the high net worth business of First Commonwealth Advisors.
• Generating business development efforts through referrals from bank partners, centers of influence, and existing client relationships.
• Serving as a trusted advisor, providing guidance across financial planning, retirement planning, and estate planning.
• Exceeding client expectations and supporting the achievement of individual and organizational growth objectives.

Key skill sets include

• Business development and client acquisition.
• High net worth client relationship management.
• Financial, retirement, and estate planning.
• Client retention and service excellence.
• Strategic networking and referral development.
• Effective communication of complex financial concepts.
• Cross-functional collaboration and teamwork.

Bona Fide Occupational Qualifications

1. Bachelor's Degree in Business, Accounting, or related field preferred. Must be knowledgeable in Account Administration. CFP, CTFA, CPA preferred.
2. A minimum of five (5) years related experience preferred.
3. Financial Planning software and capabilities.
4. Strong personal and sales skills required.
5. A valid driver's license and regional travel required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.