Wealth Advisor I

First Financial Bank • Celina, OH • 1d ago

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

Develops a perspective on clients by gathering personal data and information on financial situation, objectives and risk and assists senior investment offices in preparing and reviewing client presentations and proposals.

Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans.

Coordinates unique portfolio requirements or client situations with FFB Investment Committee.

Provides investment client support to senior investment officers which include handling of account transitions, diversification of concentrated positions, strategy reconciliations, cash management needs, and bond reinvestment.

Maintains relationships with existing clients. Deliver annual investment reviews to clients.

Expands client relationships by reviewing needs and recommending investment solutions.

Maximizes client satisfaction to ensure retention of clients.

Complete regulatory investment reviews on a monthly basis.

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

One year of successful investment and/or portfolio management experience

Preferred Knowledge and Skills

Investment and/or portfolio experience with a desire to build a knowledge base and establish credentials;

Relationship management experience with clients is desirable

Knowledge of investment solutions, risk management, asset allocation and program design

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

Demonstrated commitment to professional development including a desire to attain CFA/CFP designation

Demonstrated knowledge of industry practices and regulations

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. 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 informati Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjcwNDQ5LjEwNTA4QGJhbmthdGZpcnN0Y29tcC5hcGxpdHJhay5jb20

Similar Jobs

CDL Truck Driver Van OTR Fleet

Roehl Transport • Coldwater, OH • 4h ago

Trucking & Construction

In our over the road Van Fleet, you'll haul largely no-touch freight across 48 states and Canada. As you see the nation, you'll also see many different shippers and locations. You'll get our Dynamic Pay Plan that better...

4h ago

Go to Apply

CDL Truck Driver Van OTR Fleet

Roehl Transport • Celina, OH • 4h ago

Trucking & Construction

4h ago

Go to Apply

Senior Manager, Process Yogurt Engineering

Danone Foods, Inc. • Minster, OH • 5h ago

Management & Administrative

5h ago

Go to Apply

Dedicated Truck Driver

Roehl Transport • Celina, OH • 9h ago

Trucking & Construction

Get excellent earnings and weekly home time (and possibly more depending on where you live) as a Dedicated Truck Driver for our Advantage fleet. You will deliver loads from a distribution center to individual stores with...

9h ago

Go to Apply

Forklift Warehouse Operator

Ryder System • Minster, OH • 1d ago

Manufacturing & Warehouse

Position Description Ryder is immediately hiring a Permanent Full Time Stand Up Forklift Operator in Minster, Ohio WALK-IN INTERVIEWS WELCOME! Monday - Friday, 9:30 AM - 4:00 PM 276 South Gate Drive Minster, Ohio 45865 W...

1d ago

Go to Apply

Forklift Warehouse

Ryder System • Minster, OH • 2d ago

Manufacturing & Warehouse

2d ago

Go to Apply

Regional Truck Driver

Roehl Transport • Celina, OH • 3d ago

Trucking & Construction

Ask about our Dynamic Pay Plan! As a Van Midwest Regional Fleet driver, you'll haul largely no-touch freight to many of the same locations in the central part of the country. You will get home weekly - typically for 48 h...

3d ago

Go to Apply

Regional Truck Driver

Roehl Transport • Coldwater, OH • 3d ago

Trucking & Construction

3d ago

Go to Apply

Warehouse Forklift

Ryder System • Minster, OH • 3d ago

Manufacturing & Warehouse

Position Description Ryder is immediately hiring a Permanent Full Time Forklift Operator in Minster, Ohio WALK-IN INTERVIEWS WELCOME! Monday - Friday, 9:30 AM - 4:00 PM 276 South Gate Drive Minster, Ohio 45865 Warehouse...

3d ago

Go to Apply

Regional Truck Driver

Roehl Transport • Rockford, OH • 5d ago

Trucking & Construction

Updated Pay Plan! Ask about our Dynamic Pay Plan! As a Van Midwest Regional Fleet driver, you'll haul largely no-touch freight to many of the same locations in the central part of the country. You will get home weekly -...

5d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.