Wealth Associate

First Financial Bank; Kettering (OH); On-site; USD 55,000 - 71,000; Full time

Job summary

First Financial Bank is seeking a Wealth Associate to support sales and service initiatives in Wealth. You will help build familiarity with systems, relationship management, and financial planning, with the goal of progressing to a client-facing role.

This role focuses on professional growth, supports Senior Advisors and Private Client Bankers, and may involve collaborating with Retail/Commercial teams on simpler sales opportunities.

Qualifications

• 0-3 years of experience in professional environment; financial services preferred.
• Bachelor's degree or equivalent work experience strongly preferred.
• Proficiency in Outlook, Word, Excel, and PowerPoint.

Responsibilities

• Assist with managing non-complex client relationships and basic financial plans.
• Support outreach to Book of Business to drive client engagement.
• Help ensure client satisfaction and assist senior advisors in expanding relationships.
• Collaborate with Retail/Commercial teams on simpler sales opportunities.

Skills

Relationship management

Financial planning basics

Sales support

Communication skills

Team collaboration

Education

Bachelor's degree or equivalent work experience

Tools

Outlook

Word

Excel

PowerPoint

Financial planning software

AddVantage

Investors View

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 Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth Associate will work towards gaining familiarity and eventually proficiency in all required systems and processes, relationship management, business development, and financial planning with the goal of advancing into a client facing role. The Wealth Associate will focus on growing professionally while supporting the business needs of the department. They will help to free capacity for more Senior Wealth Advisors, Fiduciary Officers, and Private Client Bankers so they can focus on increasing sales revenues and providing outstanding client service.

Essential Functions/Responsibilities

• The Wealth Associate will help drive an outstanding client experience while supporting advisors to drive revenue growth in the Wealth Management business:
  • Assists with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans
  • Will assist with proactive outreach to team members Book of Business to drive client engagement
  • Maximizes client satisfaction to ensure retention of clients; aids more Senior Wealth Advisors in expanding relationships by assisting with sales and service efforts
  • May work with Retail/Commercial business partners on less complicated sales opportunities where appropriate
  • Complete certain client requested actions as directed by supervisor
  • Assists in the completion of various tasks within the appropriate Wealth operating systems (e.g. AddVantage, Investor’s View) as instructed by supervisor
  • May be asked to assist on department projects as needed

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

• 0-3 years of experience in professional environment, financial services experience preferred
• Bachelor’s degree and/or equivalent work experience strongly preferred
• Proficient in Outlook, Word, Excel, PowerPoint and other general operating systems
• Experience with financial planning software preferred
• Demonstrated ability to work both independently and as part of a team
• Strong oral and written communication skills

Preferred Knowledge and Skills

• To obtain CRPC® or FPQP® designation in first 180 days in role

Level of Complexity and Scope

• Problems faced are moderatly

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

Pay Range:

$55,000/year to $71,000/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.