Wealth Management Specialist

1 day ago


Union, Kentucky, United States First Financial Bancorp Full time
Job Title: Wealth Advisor

We are seeking a highly skilled and experienced Wealth Advisor to join our team at First Financial Bancorp. As a Wealth Advisor, you will be responsible for maintaining existing client relationships and developing new ones.

Key Responsibilities:
  • Develop a deep understanding of clients' financial and family situations to create a goals-based investment management strategy and financial plan.
  • Serve as the primary point of contact for clients, delivering exceptional client service and driving retention and acquisition.
  • Generate sales leads through cross-functional collaboration, centers of influence, and personal contacts.
  • Select and implement FFB asset allocation strategies according to client goals and risk tolerances.
  • Coordinate unique portfolio requirements or client situations with the FFB Investment Committee.
  • Deliver annual investment reviews to clients and communicate updates to FFB portfolio strategies.
  • Utilize financial planning to drive client retention and acquisition.
  • Serve on the FFB Investment Committee as a client advocate and strategy consultant.
Requirements:
  • Ten (10) years of successful investment and/or portfolio management experience.
  • Relationship management experience with clients is required.
  • Knowledge of investment solutions, risk management, asset allocation, and program design.
  • Extensive experience with financial planning software.
Preferred Qualifications:
  • Extensive business development experience is a plus.
  • Strong communication and presentation skills 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.
  • CFA/CFP is strongly preferred.
  • Demonstrated commitment to professional development.
  • 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.



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