Client Advisor - Wealth Management

First Commonwealth Bank; Independence Township (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

First Commonwealth Bank in Independence, OH is seeking a Client Advisor to manage, retain, and expand a book of business for large relationships. The role emphasizes fiduciary planning, regulatory compliance, and cross‑team collaboration to deliver integrated financial solutions.

Requirements include a Bachelor’s degree in business or accounting, 5+ years of related experience, and knowledge of financial planning. CFP/CTFA/CPA credentials are a plus and some regional travel is expected.

Qualifications

• Bachelor’s degree in business, accounting or related field preferred.
• CFP, CTFA or CPA certifications preferred.
• Minimum five years of related experience preferred.
• Knowledge of financial planning concepts and tools.

Responsibilities

• Manages, retains and expands a book of client relationships with a focus on high-value assets.
• Oversees account activity, ensuring compliance with regulations and internal procedures.
• Maintains strong communication with clients and support areas; conducts in-person meetings.
• Develops new business through referrals and centers of influence.
• Onboards new accounts and assists with asset transfers and administration.
• Collaborates with wealth partners to communicate planning and investment strategies.
• Maintains a pipeline for new business and expansion opportunities.
• Ensures accurate account setup and ongoing fiduciary support.
• Supports with detailed financial plans and regular updates.

Skills

Relationship management

Sales skills

Financial planning knowledge

Education

Bachelor’s Degree in Business/Accounting

CFP/CTFA/CPA certifications preferred

Tools

Financial planning software

Job description

Northern OH Business Ctr
6000 Freedom Square Dr
Suite 410
Independence, OH 44131, USA

Client Advisors are assigned to managing, retaining and expanding a book of business of large, relationships. The role is responsible for ensuring compliance with all regulatory rules and internal procedures. Each client managed should have a detailed financial plan that outlines their goals and objectives that is updated and maintained on an annual basis. The role is responsible for expanding existing relationships by obtaining new assets to the existing relationships and obtaining outside referrals. The Client Advisor position is also responsible for obtaining new relationships to the Investment Management and Trust group. Business development occurs through properly managing the book of business as well as referrals from bank partners and centers of influence. Requires a comprehensive knowledge of financial planning and personal fiduciary trust principles including litigation; skill in maintaining effective relationships, communicating technical ideas and concerns, and the ability to work closely with team members to deliver a full array of integrated solutions and meet client expectations.

• 1. Manages, retains and expands a book of client relationships. Develops strong personal relationships with the book of business via client service, account administration, interaction and entertainment.
• 2. Administers accounts ensuring efficient and accurate processing of account activity. Responsible for the oversight and compliance of book of business accounts.
• 3. Develops and maintains effective communication with clients, prospects and support areas – including in-person meetings, telephone and written communication.
• 4. Expand existing book of business to increase AUM and banking services.
• 5. Develop new business relationships via referrals from existing book of business, internal business partner referrals and centers of influence.
• 6. Maintain a new business and expansion pipeline.
• 7. Assists with onboarding new accounts to include accurate account set up and asset transfers.
• 8. Assists with all activities related to the administration and asset management of assigned accounts, ensuring accounts comply with legal documents.
• 9. Works with bank wealth partners to effectively communicate planning and investment strategies.

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.

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Experience

Licenses & Certifications

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.