Wealth Advisor I: Client Relationships & Investment Planning

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

Job summary

The Wealth Advisor at First Financial Bank serves as the primary point of contact for Wealth clients, building and maintaining relationships while understanding the client’s financial and family situation to tailor a goals-based investment plan.

Responsibilities include preparing presentations with investment offices, managing non-complex relationships, coordinating with the Investment Committee, and delivering annual reviews to expand and retain client relationships while ensuring compliance

Qualifications

• One year of successful investment and/or portfolio management experience.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Business development experience is a plus.

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 asset allocation strategies and basic financial plans.
• Coordinates unique portfolio requirements or client situations with the Investment Committee.
• Provides investment client support to senior investment officers including account transitions and bond reinvestment.
• Maintains relationships with existing clients and delivers annual investment reviews.
• Expands client relationships by reviewing needs and recommending investment solutions.
• Maximizes client satisfaction to ensure retention and completes regulatory investment reviews monthly.

Skills

Investment knowledge

Portfolio management

Relationship management

Communication skills

CFA/CFP pursuit

Education

Bachelor’s degree in Business or related field

Job description

The Wealth Advisor at First Financial Bank serves as the primary point of contact for Wealth clients, building and maintaining relationships while understanding the client’s financial and family situation to tailor a goals-based investment plan.

Responsibilities include preparing presentations with investment offices, managing non-complex relationships, coordinating with the Investment Committee, and delivering annual reviews to expand and retain client relationships while ensuring compliance