Wealth Advisor IV

Ffb; Grand Rapids (MI); On-site; USD 130,000 - 180,000; Full time

Job summary

First Financial Bank seeks an experienced investment professional to serve high-net-worth clients in a comprehensive wealth management role. You will build deep knowledge of clients’ financial situations to create goals-based investment strategies and financial plans.

You will act as the primary contact, deliver client service, generate leads, and collaborate with the Investment Committee to tailor asset allocations. Strong communication and extensive planning software experience are essential.

Qualifications

• Ten years of investment/portfolio management experience with sophisticated clients.
• Relationship management experience with clients required.
• Knowledge of investment solutions, risk management and asset allocation.
• Extensive experience with financial planning software.

Responsibilities

• Serve as client’s primary contact.
• Deliver on client service standards to maximize satisfaction, retention, and growth.
• Generate sales leads through cross-functional collaboration and centers of influence.
• Assess client financial situations to structure goals-based investment plans.
• Select asset allocation strategies according to goals and risk.
• Coordinate with the Investment Committee on portfolio requirements.
• Deliver annual investment reviews to clients.
• Communicate portfolio strategy updates to clients and prospects.

Skills

Investment management

Relationship management

Financial planning

Asset allocation

Communication skills

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!

Key responsibilities

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

• Ten (10) years of successful investment and/or portfolio management experience; experience working with clients with sophisticated investment management and financial planning needs
• Relationship management experience with clients is required
• Knowledge of investment solutions, risk management, asset allocation and program design
• Extensive experience with financial planning software

Preferred Knowledge and Skills

• Extensive 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 strongly preferred
• Demonstrated commitment to professional development
• Demonstrated knowledge of industry practices and regulations

Physical Requirements

• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives

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: $130,000/year to $180,000/year

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.