Wealth Management Specialist

3 days ago


Bloomington, Indiana, United States First Financial Bancorp Full time
Job Title: Wealth Advisor II

We are seeking a highly skilled and experienced Wealth Advisor II to join our team at First Financial Bancorp. As a Wealth Advisor II, you will be responsible for providing exceptional client service and developing long-term relationships with our clients.

Key Responsibilities:
  • Deliver on Client Service Standards to maximize client satisfaction and drive retention and acquisition
  • Generate sales leads through cross-function collaboration, centers of influence, and personal contacts
  • Develop a deep understanding of clients' financial situations, goals, and risk tolerance
  • Select and implement FFB asset allocation strategies to meet clients' needs
  • Coordinate unique portfolio requirements with the FFB Investment Committee
  • Deliver annual investment reviews and communicate updates to clients and prospects
  • Utilize financial planning to drive client retention and acquisition
  • Serve as a client advocate and strategy consultant on the FFB Investment Committee
Requirements:
  • Five (5) years of successful investment and/or portfolio management experience
  • Relationship management experience with clients
  • Knowledge of investment solutions, risk management, asset allocation, and program design
  • Demonstrated knowledge and use of financial planning software
Preferred Qualifications:
  • Business development experience
  • Strong communication and presentation skills
  • Experience in banking or financial services
  • Bachelor's degree in Business or related field
  • CFA/CFP certification
Work Environment:

This role requires occasional lifting and carrying up to 20 lbs, frequent lifting and carrying up to 10 lbs, and frequent sitting, standing, and driving.

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.


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