First Commonwealth Bank · 1 month ago
Client Advisor - Wealth Management
Powell, Ohio, United States
Full-time
Onsite
Senior Level
5+ years expFirst Commonwealth Bank is seeking a Client Advisor in Wealth Management to manage, retain, and expand a book of business of large client relationships. The role involves ensuring compliance with regulatory rules, developing financial plans, and expanding existing relationships through business development and referrals.
Banking
Responsibilities
Manages, retains and expands a book of client relationships. Develops strong personal relationships with the book of business via client service, account administration, interaction and entertainment
Administers accounts ensuring efficient and accurate processing of account activity. Responsible for the oversight and compliance of book of business accounts
Develops and maintains effective communication with clients, prospects and support areas – including in-person meetings, telephone and written communication
Expand existing book of business to increase AUM and banking services
Develop new business relationships via referrals from existing book of business, internal business partner referrals and centers of influence
Maintain a new business and expansion pipeline
Assists with onboarding new accounts to include accurate account set up and asset transfers
Assists with all activities related to the administration and asset management of assigned accounts, ensuring accounts comply with legal documents
Works with bank wealth partners to effectively communicate planning and investment strategies
Qualification
Required
Strong personal and sales skills required
A valid driver's license and regional travel required
Preferred
Bachelor's Degree in Business, Accounting, or related field preferred
CFP, CTFA, CPA preferred
A minimum of five (5) years related experience preferred
Financial Planning software and capabilities
Company
First Commonwealth Bank
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1992-06-10IPO
Leadership Team
Brook McGinnis
SVP / Senior Product Group Manager - Digital Banking and Payments
Linda Metzmaier
SVP, Chief Compliance Officer
Recent News
First Commonwealth Financial Corporation
2025-12-02
First Commonwealth Financial Corporation
2025-11-03
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