Senior Wealth Advisor: Client Growth & Planning

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

Benefits offered by this job

Benefits package

Job summary

First Financial Bank is seeking a Wealth Advisor in Peoria, IL to act as the primary contact for Wealth clients, deepen existing relationships, and grow a new client base through strategic planning and personal networks.

You will craft goals-based investment management strategies and financial plans by gaining a thorough understanding of each client’s financial situation, aims, and risk tolerance, then coordinate with the Investment Committee to implement asset allocation decisions.

Qualifications

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

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

Skills

Investment management experience

Relationship management

Investment solutions knowledge

Financial planning software usage

Education

Bachelor's degree in Business or related field

CFA/CFP preferred

Tools

Financial planning software

Job description

First Financial Bank is seeking a Wealth Advisor in Peoria, IL to act as the primary contact for Wealth clients, deepen existing relationships, and grow a new client base through strategic planning and personal networks.

You will craft goals-based investment management strategies and financial plans by gaining a thorough understanding of each client’s financial situation, aims, and risk tolerance, then coordinate with the Investment Committee to implement asset allocation decisions.