Senior Wealth Advisor: Client Strategy & Growth

First Financial Bank; Grand Rapids (MI); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Benefits

Incentive eligibility

Job summary

First Financial Bank is seeking a Wealth Advisor who will be the primary point of contact for Wealth clients and responsible for maintaining and expanding client relationships. You will structure goals-based investment management and financial planning based on a deep understanding of each client’s finances and family situation.

The role involves delivering client service satisfaction, leading portfolio discussions, and coordinating asset allocation strategies with the Investment Committee.

Qualifications

• Ten years of successful investment and/or portfolio management experience.
• Relationship management experience with clients is required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Extensive experience with financial planning software.
• Extensive business development experience is a plus.
• Strong communication and presentation skills; able to articulate investment management and financial planning options to clients.
• Experience in banking or financial services is preferred.
• Demonstrated commitment to professional development.
• Demonstrated knowledge of industry practices and regulations.

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

Relationship management

Client communication

Financial planning

Asset allocation

Portfolio analysis

Business development

Regulatory compliance

Education

Bachelor’s degree in Business

CFA/CFP preferred

Tools

Financial planning software

CRM systems

Job description

First Financial Bank is seeking a Wealth Advisor who will be the primary point of contact for Wealth clients and responsible for maintaining and expanding client relationships. You will structure goals-based investment management and financial planning based on a deep understanding of each client’s finances and family situation.

The role involves delivering client service satisfaction, leading portfolio discussions, and coordinating asset allocation strategies with the Investment Committee.