Wealth Advisor I

First Financial Bank; Covington (VA); On-site; USD 58,000 - 78,000; Full time

Benefits offered by this job

Wellbeing benefits

Incentive plan

Job summary

First Financial Bank is seeking a Wealth Advisor to serve as the primary contact for Wealth clients, building and maintaining relationships while developing goals-based investment plans and financial strategies. The role involves collaborating with senior investment officers, supporting client transitions, and delivering annual reviews.

The ideal candidate has investment/portfolio experience, strong communication skills, and a desire to grow knowledge in investment solutions, risk management,

Qualifications

• One year of successful investment and/or portfolio management experience.
• Experience communicating investment strategies to clients is preferred.

Responsibilities

• Develops understanding of client financial situations to tailor goals-based investment plans.
• Maintains and expands Wealth client relationships; delivers annual investment reviews.
• Coordinates with Investment Committee on portfolio requirements and client situations.
• Provides investment client support including account transitions, diversification of positions, and cash management needs.
• Maximizes client satisfaction and retention through ongoing service and communication.
• Completes regulatory investment reviews monthly.

Skills

Client relationships

Portfolio management

Investment knowledge

Risk management

Communication

Presentation skills

Business development

CFA/CFP designation

Education

Bachelor's degree

CFA/CFP designation

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

Job Profile Summary

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

• Develops a perspective on clients by gathering personal data and information on financial situation, objectives and risk and assists senior investment offices in preparing and reviewing client presentations and proposals.
• Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans.
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee.
• Provides investment client support to senior investment officers which include handling of account transitions, diversification of concentrated positions, strategy reconciliations, cash management needs, and bond reinvestment.
• Maintains relationships with existing clients. Deliver annual investment reviews to clients.
• Expands client relationships by reviewing needs and recommending investment solutions.
• Maximizes client satisfaction to ensure retention of clients.
• Complete regulatory investment reviews on a monthly basis.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• On year of successful investment and/or portfolio management experience

Preferred Knowledge and Skills

• Investment and/or portfolio experience with a desire to build a knowledge base and establish credentials;
• Relationship management experience with clients is desirable
• Knowledge of investment solutions, risk management, asset allocation and program design
• Business development experience is a plus
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
• Experience in banking or financial services is preferred
• Bachelor’s degree in Business or other related field of study
• Demonstrated commitment to professional development including a desire to attain CFA/CFP designation
• Demonstrated knowledge of industry practices and regulations

Required Supervisory Responsibilities

• N/A

Physical Requirements

• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Pay Range:

$58,000/year to $78,000/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates’ holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.