Wealth Advisor I: Client-Focused Financial Planner

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

Benefits offered by this job

Benefits Guide

Incentive eligibility

Job summary

First Financial Bank in Cincinnati seeks a Wealth Advisor to be the primary contact for Wealth clients, building a deep understanding of their financial and family goals to craft customized investment plans. You will maintain and grow client relationships, presenting investment solutions and financial planning options throughout the client lifecycle.

The role emphasizes delivering annual reviews, coordinating with the Investment Committee, and supporting clients through transitions while

Qualifications

• One year of successful investment and/or portfolio management experience.
• Bachelor's degree in Business or related field; CFA/CFP pursuit encouraged.
• Knowledge of industry practices and regulations.

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.
• Maintains relationships with existing clients and delivers annual investment reviews.
• Expands client relationships by reviewing needs and recommending investment solutions.
• Coordinates unique portfolio requirements or client situations with the Investment Committee.
• Provides investment client support including account transitions and cash management.
• Maximizes client satisfaction to ensure retention of clients.

Skills

Investment knowledge

Portfolio management

Relationship management

Communication skills

Presentation skills

Business development

Education

Bachelor's degree in Business or related field

CFA/CFP designation

Regulatory knowledge

Job description

First Financial Bank in Cincinnati seeks a Wealth Advisor to be the primary contact for Wealth clients, building a deep understanding of their financial and family goals to craft customized investment plans. You will maintain and grow client relationships, presenting investment solutions and financial planning options throughout the client lifecycle.

The role emphasizes delivering annual reviews, coordinating with the Investment Committee, and supporting clients through transitions while