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    Wealth Advisor II - Cincinnati, United States - First Financial Bancorp

    First Financial Bancorp
    First Financial Bancorp Cincinnati, United States

    1 week ago

    Default job background
    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

    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.

    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
    Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
    Relationship management experience with clients is required
    Knowledge of investment solutions, risk management, asset allocation and program design
    Demonstrated knowledge and use of financial planning software

    Preferred Knowledge and Skills
    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 preferred
    Demonstrated commitment to professional development
    Demonstrated knowledge of industry practices and regulations

    Level of Complexity and Scope

    Degree of Independence and Decision-Making

    Required Supervisory Responsibilities
    N/A

    Physical Requirements
    Occasionally lifts and carries up to 20 lbs
    Frequently lifts and carries up to 10 lbs
    Frequently 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.


    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.
    #J-18808-Ljbffr
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