Senior Wealth Advisor — Client-Centric Investment Planning

First Financial Bank; Peoria (IL); On-site; USD 74,000 - 100,000; Full time

Benefits offered by this job

Incentive eligible

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Job summary

First Financial Bank in Peoria, IL, seeks a Wealth Advisor to act as the primary contact for Wealth clients, building a deep understanding of financial situations to tailor goals-based investment plans. You will balance client service with growth, delivering thoughtful strategies and regular reviews.

This role emphasizes relationship management, high-level investment knowledge, and collaboration with the Investment Committee to meet regulatory and client goals.

Qualifications

• Five (5) years of successful investment and/or portfolio management experience with medium complexity.
• Relationship management experience with clients is required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Demonstrated knowledge of financial planning software.

Responsibilities

• Serves as client’s primary point of contact and drives client satisfaction and retention.
• Generates sales leads through cross-functional collaboration and personal networks.
• Gathers client data to structure goals-based investment strategies and financial plans.
• Selects asset allocation strategies and implements them for client assets.
• Coordinates portfolio requirements with the Investment Committee.
• Delivers annual investment reviews and communicates portfolio updates to clients.
• Utilizes financial planning to drive client retention and growth.
• Serves on the Investment Committee as client advocate and strategy consultant.
• Completes regulator investment reviews and adheres to compliance guidelines.

Skills

Relationship management

Investment solutions knowledge

Risk management

Financial planning software

Communication & presentation skills

Education

Bachelor's degree in Business or related field

CFA/CFP preferred

Tools

Financial planning software

Job description

First Financial Bank in Peoria, IL, seeks a Wealth Advisor to act as the primary contact for Wealth clients, building a deep understanding of financial situations to tailor goals-based investment plans. You will balance client service with growth, delivering thoughtful strategies and regular reviews.

This role emphasizes relationship management, high-level investment knowledge, and collaboration with the Investment Committee to meet regulatory and client goals.