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First Financial Bank · 19 hours ago

Wealth Advisor III (Canton)

Canton, OH

Full-time

Onsite

Senior Level

7+ years exp

First Financial Bank is committed to being the best financial partner for its clients and communities. The Wealth Advisor III will serve as the primary point of contact for Wealth clients, responsible for maintaining and developing client relationships, structuring investment management strategies, and delivering client service standards to maximize satisfaction and retention.

BankingCreditDebit CardsFinanceFinancial ServicesLending

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

Qualification

Investment management experienceFinancial planning softwareRelationship managementCFA/CFP certificationBusiness developmentRegulationsCommunication skillsPresentation skills

Required

Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs

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

Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients

Demonstrated knowledge of industry practices and regulations