Wealth Advisor I - Client Planning & Growth

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

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,