Wealth Advisor I at First Financial Bank in Covington, Kentucky

Posted in Other 11 days ago.

Job Description:

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities:

• Develops a perspective on clients by gathering personal data and information on financial situation, objectives and risk and delivers financial plans with recommendations.

• Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans

• Coordinates unique portfolio requirements or client situations with FFB Investment Committee

• Maintains relationships with existing clients. Delivers investment reviews to existing book and works to grow the relationship.

• Maximizes client satisfaction to ensure retention of clients; assists Senior Investment Officers in expanding relationships by reviewing needs and recommending investment solutions

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:

• Three (3) to five (5) years of successful investment and/or portfolio management experience

Preferred Knowledge and Skills:

• Limited investment and/or portfolio experience with a desire to build a knowledge base and establish credentials;

• Relationship management experience with clients is desirable

• Knowledge of investment solutions, risk management, asset allocation and program design

• Business development experience is a plus

• Strong communication and presentation skills; able 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

• Demonstrated commitment to professional development including a desire to attain CFA/CFP designation

• Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope:

Degree of Independence and Decision-Making:

Required Supervisory Responsibilities:

• N/A

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. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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