Wealth Associate: Grow into Client-Facing Financial Planning

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

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.