Wealth Advisor II: Client‑Centric Portfolio & Planning

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

Job summary

First Financial Bank in Cincinnati seeks an experienced investment professional to structure goals-based wealth strategies and financial plans. You will serve as the primary client contact, deliver service standards, and collaborate across teams to drive retention and growth.

The role requires five years in investment/portfolio management, strong communication, and knowledge of risk, asset allocation, and financial planning software. CFA/CFP preferred; Bachelor’s in Business is required.

Qualifications

• Five years of investment/portfolio management experience.
• Experience managing relationships with clients needing investment planning.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Bachelor’s degree in Business or related field; CFA/CFP preferred.

Responsibilities

• Serves as client’s primary point of contact.
• Delivers on client service standards to maximize satisfaction and retention.
• Generates sales leads through cross-functional collaboration and personal contacts.
• Gathers personal data and financial goals to tailor strategies.
• Selects asset allocation strategies based on goals and risk tolerance.
• Implements asset allocation for new and incremental assets.
• Coordinates portfolio requirements with the Investment Committee.
• Delivers annual investment reviews and communicates strategy updates.
• Complies with regulatory review requirements.

Skills

Relationship management

Communication skills

Portfolio management

Investment knowledge

Financial planning software

Regulatory knowledge

Education

Bachelor’s degree in Business or related field

CFA/CFP preferred

Job description

First Financial Bank in Cincinnati seeks an experienced investment professional to structure goals-based wealth strategies and financial plans. You will serve as the primary client contact, deliver service standards, and collaborate across teams to drive retention and growth.

The role requires five years in investment/portfolio management, strong communication, and knowledge of risk, asset allocation, and financial planning software. CFA/CFP preferred; Bachelor’s in Business is required.