Senior Wealth Advisor: Strategic Client Solutions

First Financial Bank; Canton (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

First Financial Bank is seeking a Wealth Advisor to serve as the primary point of contact for Wealth clients and to maintain and grow client relationships. You will develop a comprehensive understanding of each client's financial situation to craft goals-based investment strategies and financial plans.

The role requires extensive investment management experience and strong communication skills to articulate options to clients, with emphasis on risk management and asset allocation.

Qualifications

• Seven (7) years of successful investment and/or portfolio management experience with complex client needs.
• Strong knowledge of investment solutions, risk management and asset allocation.
• Experience in banking or financial services preferred.

Responsibilities

• Serves as client’s primary point of contact.
• Delivers on client service standards to maximize satisfaction and retention.
• Generates sales leads through cross-function collaboration and personal contacts.
• Develops client perspectives by gathering financial data, goals and risk.
• Selects asset allocation strategies according to client goals and risk tolerances.
• Implements asset allocation strategies for new and incremental assets.
• Coordinates with the Investment Committee on unique portfolio requirements.
• Delivers annual investment reviews to clients.
• Communicates updates to portfolio strategies to clients and prospects.
• Uses financial planning to drive client retention and acquisition.
• Serves on the Investment Committee as client advocate and strategy consultant.
• Completes regulator investment review requirements and adheres to compliance guidelines.

Skills

Relationship management

Investment management

Financial planning

Client communication

Regulatory compliance

Education

Bachelor's degree in Business

CFA/CFP preferred

Tools

Financial planning software

Job description

First Financial Bank is seeking a Wealth Advisor to serve as the primary point of contact for Wealth clients and to maintain and grow client relationships. You will develop a comprehensive understanding of each client's financial situation to craft goals-based investment strategies and financial plans.

The role requires extensive investment management experience and strong communication skills to articulate options to clients, with emphasis on risk management and asset allocation.