VP Wealth Relationship Manager

First Financial Trust & Asset Management; Abilene (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

First Financial Trust & Asset Management in Abilene, Texas, seeks a seasoned professional to develop and deepen client relationships while expanding the organization’s footprint within the local community. You will network with attorneys, accountants, business professionals, and existing clients to grow the advisory client base.

The role emphasizes long-term relationships across financial advisory services and requires a strong emphasis on communication, accuracy, and a professional demeanor to

Qualifications

• Bachelor’s degree in accounting or finance is required.
• At least four years of investment management, registered investment advisor, trust management or law experience is preferred.
• Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.

Responsibilities

• Developing new relationships, managing existing book of clients, and being active within the organization and in the community.
• Develop network of referral sources and build brand identity within the community.
• Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.

Skills

Salesmanship

Communication

Relationship building

Attention to detail

Education

Bachelor’s degree in accounting or finance

Job description

ADDRESS

We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

JOB DESCRIPTION

Office Location: Abilene, Texas, United States

SCOPE & CONTACTS

Development of new relationships and retention/deepening of current relationships. Development of clients is driven primarily through networking with existing clients, partnership with bank officers, centers of influence (including but not limited to attorneys, accountants and business professionals), and community engagement. Business is focused on long‑term relationships providing financial advisory services across multiple business lines.

ESSENTIAL FUNCTIONS

• Developing new relationships, managing existing book of clients, and being active within the organization and in the community.
• Develop network of referral sources and build brand identity within the community.
• Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.

MINIMUM QUALIFICATIONS

• Bachelor’s degree in accounting or finance is required.
• At least four years of investment management, registered investment advisor, trust management or law experience is preferred.
• Salesmanship, knowledge, confidence, human relation skills and communication techniques are requisite.
• Position demands accuracy, attention to detail, self‑motivation, dedication, and imagination.
• Professional demeanor and excellent communication skills are essential to this position.

EQUAL OPPORTUNITY

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60‑1.35(c)