First Financial Bancorp
Wealth Advisor III
First Financial Bancorp, Cincinnati, Ohio, United States, 45208
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!
If you are interested and qualified for this role, we invite you to apply.
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.
Job Description
Essential Functions/Responsibilities
Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisitionGenerates sales leads through cross-function collaboration, centers of influence and personal contactsDevelops perspective on clients by gathering personal data and information on financial situation, goals, objectives and riskSelects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accountsCoordinates unique portfolio requirements or client situations with FFB Investment CommitteeDelivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospectsUtilization of financial planning to drive client retention and acquisitionServes on the FFB Investment Committee as client advocate and strategy consultantCompletes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelinesMinimum 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 needsRelationship management experience with clients is requiredKnowledge of investment solutions, risk management, asset allocation and program designExtensive experience with financial planning softwarePreferred Knowledge and Skills
Extensive business development experience is a plusStrong communication and presentation skills; able to effectively articulate investment management and financial planning options to clientsExperience in banking or financial services is preferredBachelor's degree in Business or other related field of studyCFA/CFP is strongly preferredDemonstrated commitment to professional developmentDemonstrated knowledge of industry practices and regulationsLevel of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
N/APhysical Requirements
Occasionally lifts and carries up to 20 lbsFrequently lifts and carries up to 10 lbsFrequently 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
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.
If you are interested and qualified for this role, we invite you to apply.
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.
Job Description
Essential Functions/Responsibilities
Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisitionGenerates sales leads through cross-function collaboration, centers of influence and personal contactsDevelops perspective on clients by gathering personal data and information on financial situation, goals, objectives and riskSelects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accountsCoordinates unique portfolio requirements or client situations with FFB Investment CommitteeDelivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospectsUtilization of financial planning to drive client retention and acquisitionServes on the FFB Investment Committee as client advocate and strategy consultantCompletes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelinesMinimum 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 needsRelationship management experience with clients is requiredKnowledge of investment solutions, risk management, asset allocation and program designExtensive experience with financial planning softwarePreferred Knowledge and Skills
Extensive business development experience is a plusStrong communication and presentation skills; able to effectively articulate investment management and financial planning options to clientsExperience in banking or financial services is preferredBachelor's degree in Business or other related field of studyCFA/CFP is strongly preferredDemonstrated commitment to professional developmentDemonstrated knowledge of industry practices and regulationsLevel of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
N/APhysical Requirements
Occasionally lifts and carries up to 20 lbsFrequently lifts and carries up to 10 lbsFrequently 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
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.