Senior Wealth Advisor: Strategy & Client Growth

Newrez LLC; Canton (OH); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

First Financial Bank is seeking a Wealth Advisor in Canton, OH to serve as the primary contact for Wealth clients, building deep relationships and delivering goals-based investment management and financial planning.

You will maintain existing relationships, develop new ones, and work with cross-functional teams to tailor asset allocation, risk management, and portfolio strategies, including annual reviews and regulatory compliance.

Qualifications

• Seven years of successful investment/portfolio management experience.
• Relationship management experience is required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Demonstrated knowledge of financial planning software.

Responsabilités

• Serves as client’s primary point of contact and drives retention and acquisition.
• Generates sales leads through cross-functional collaboration and personal contacts.
• Gathers client data to tailor goals-based investment management and financial plans.
• Selects asset allocation strategies aligned with client goals and risk.
• Delivers annual investment reviews and communicates strategy updates.
• Participates on the Investment Committee as client advocate.
• Ensures regulatory review requirements and compliance.

Connaissances

Portfolio management

Relationship management

Investment solutions

Financial planning software

Asset allocation

Risk management

Business development

Formation

Bachelor's degree in Business or related field

CFA/CFP preferred

Outils

Financial planning software

Description du poste

First Financial Bank is seeking a Wealth Advisor in Canton, OH to serve as the primary contact for Wealth clients, building deep relationships and delivering goals-based investment management and financial planning.

You will maintain existing relationships, develop new ones, and work with cross-functional teams to tailor asset allocation, risk management, and portfolio strategies, including annual reviews and regulatory compliance.