Wealth Advisor II: Build Client Wealth & Strategy

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

Job summary

First Financial Bank seeks a Wealth Advisor in the North Chicago area to be the primary contact for Wealth clients, developing deep knowledge of their financial needs and structuring goals-based investment plans.

The role involves client relationship growth, asset allocation decisions, annual reviews, and coordination with the Investment Committee to ensure compliant, tailored financial strategies.

Qualifications

• Five (5) years of successful investment and/or portfolio management experience.
• Relationship management experience with clients is required
• Knowledge of investment solutions, risk management, asset allocation and program design
• Demonstrated knowledge of financial planning software

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

Skills

Relationship management

Investment knowledge

Communication skills

Education

Bachelor’s degree in Business or related field

CFA/CFP preferred

Job description

First Financial Bank seeks a Wealth Advisor in the North Chicago area to be the primary contact for Wealth clients, developing deep knowledge of their financial needs and structuring goals-based investment plans.

The role involves client relationship growth, asset allocation decisions, annual reviews, and coordination with the Investment Committee to ensure compliant, tailored financial strategies.