Wealth Associate - Grow into Client-Facing Advisor

First Financial Bank; Kentucky; On-site; USD 55,000 - 71,000; Full time

Job summary

First Financial Bank is seeking a Wealth Associate to assist with sales and service initiatives in the Wealth department. The role focuses on gaining familiarity with systems, relationship management, business development, and financial planning as you progress toward a client-facing position.

You will support Senior Wealth Advisors and Fiduciary Officers by handling routine tasks, client outreach, and using Wealth operating systems such as AddVantage and Investors View.

Qualifications

• 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

Responsibilities

• 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

Skills

Relationship management

Communication

Teamwork

Independent work

Education

Bachelor's degree

Tools

Outlook

Word

Excel

PowerPoint

Financial planning software

Job description

First Financial Bank is seeking a Wealth Associate to assist with sales and service initiatives in the Wealth department. The role focuses on gaining familiarity with systems, relationship management, business development, and financial planning as you progress toward a client-facing position.

You will support Senior Wealth Advisors and Fiduciary Officers by handling routine tasks, client outreach, and using Wealth operating systems such as AddVantage and Investors View.