Wealth Advisor II: Strategic Investment & Planning

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

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.