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First Financial Bank · 1 day ago

Wealth Advisor III

North Chicago, IL

Full-time

Onsite

Senior Level

$100K/yr - $126K/yr

7+ years exp

First Financial Bank is committed to providing excellent service and developing strong client relationships. The Wealth Advisor III will serve as the primary point of contact for wealth clients, responsible for maintaining and developing client relationships while implementing investment management strategies based on clients' financial situations and goals.

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 experiencePortfolio management experienceFinancial planning softwareRelationship managementInvestment solutions knowledgeRisk management knowledgeAsset allocation knowledgeBusiness developmentCFA/CFP certificationIndustry practices knowledgeCommunication 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