Wealth Advisor III (Canton)

Newrez LLC; Canton (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

First Financial Bank is seeking a Wealth Advisor in Canton, OH to serve as the primary contact for Wealth clients, building deep relationships and delivering goals-based investment management and financial planning.

You will maintain existing relationships, develop new ones, and work with cross-functional teams to tailor asset allocation, risk management, and portfolio strategies, including annual reviews and regulatory compliance.

Qualifications

• Seven years of successful investment/portfolio management experience.
• Relationship management experience 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 and drives retention and acquisition.
• Generates sales leads through cross-functional collaboration and personal contacts.
• Gathers client data to tailor goals-based investment management and financial plans.
• Selects asset allocation strategies aligned with client goals and risk.
• Delivers annual investment reviews and communicates strategy updates.
• Participates on the Investment Committee as client advocate.
• Ensures regulatory review requirements and compliance.

Skills

Portfolio management

Relationship management

Investment solutions

Financial planning software

Asset allocation

Risk management

Business development

Education

Bachelor's degree in Business or related field

CFA/CFP preferred

Tools

Financial planning software

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.

Essential Functions/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

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs
• 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

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.