Wealth Advisor II

First Financial Bank; Chicago (IL); On-site; USD 74,000 - 100,000; Full time

Job summary

The Wealth Advisor at First Financial Bank will serve as the primary point of contact for Wealth clients in Chicago, building and maintaining relationships while guiding strategic financial plans.

You will develop a deep knowledge of clients’ financial situations to tailor goals-based investment management and comprehensive financial planning, ensuring service excellence and compliant practice.

Qualifications

• Five years of successful investment or portfolio management experience.
• Experience managing wealth clients and financial planning needs.
• Strong knowledge of investment solutions, risk, and asset allocation.
• Excellent communication and presentation skills.
• CFA/CFP preferred for professional credentials.

Responsibilities

• Serves as client’s primary point of contact.
• Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Selects specific asset allocation strategies according to client goals and risk tolerances.
• Implements asset allocation strategies for new and incremental assets within client accounts
• Coordinates unique portfolio requirements or client situations with Investment Committee
• Delivers annual investment reviews to clients.
• Communicates updates to portfolio strategies to clients and prospects
• Utilization of financial planning to drive client retention and acquisition
• Serves on Investment Committee as client advocate and strategy consultant
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Skills

Investment management

Relationship management

Financial planning

Client communication

Regulatory compliance

Education

Bachelor’s degree in Business or related field

CFA/CFP certification preferred

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!

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.

Key Responsibilities

• Serves as client’s primary point of contact.
• Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances.
• Implements FFB asset allocation strategies for new and incremental assets within client accounts
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee
• Delivers annual investment reviews to clients.
• Communicates updates to FFB portfolio strategies to clients and prospects
• Utilization of financial planning to drive client retention and acquisition
• Serves on the FFB Investment Committee as client advocate and strategy consultant
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Qualifications

• Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
• Relationship management experience with clients is required
• Knowledge of investment solutions, risk management, asset allocation and program design
• Demonstrated knowledge and use of financial planning software
• Preferred Knowledge and Skills 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
• CFA/CFP is preferred
• Demonstrated commitment to professional development
• Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope

Degree of Independence and Decision-Making 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: $74,000/annually to $100,000/annually

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.

At first financial bank, our mission is clear: to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve.

We believe that how we work is just as important as what we achieve.

That’s why we’re guided by core values that shape everything we do: Doing the right thing Teamwork Mutual respect Wellbeing Excellence

Our success starts with our people. We know that when our associates are talented, engaged, and supported, they create outstanding results.

If you're looking to be part of a team that values integrity, inclusion, and collaboration - and where your growth matters - you’ll find your future here.