Wealth Advisor I

First Financial Bank

. Serve as the primary point of contact with Wealth clients .

Posted 9/23/2026full-timeUnited StatesJunior💰 $58,000 - $78,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and investment solutions, with a strong focus on client satisfaction and retention. Proficient in asset allocation, risk management, and compliance with industry regulations.

Highest-signal resume keywords

Investment Management ExperienceRelationship ManagementCommunication SkillsKnowledge of Investment SolutionsBachelor's Degree in Business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementAsset AllocationRisk ManagementFinancial PlanningInvestment Solutions

Soft Skills

Client Relationship DevelopmentPresentation SkillsClient Satisfaction Maximization

Certifications & Qualifications

CFACFP

Industry Keywords

Wealth ManagementFinancial ServicesRegulatory ComplianceBusiness DevelopmentInvestment Reviews

About the role

Key responsibilities & impact

Serve as the primary point of contact with Wealth clients
Maintain existing Wealth relationships and develop new client relationships
Gather personal data and information on clients’ financial situations, objectives and risk
Assist senior investment officers in preparing and reviewing client presentations and proposals
Manage non-complex client relationships, including selecting FFB asset allocation strategies and basic financial plans
Coordinate unique portfolio requirements or client situations with the FFB Investment Committee
Support senior investment officers with account transitions, concentrated-position diversification, strategy reconciliations, cash management needs and bond reinvestment
Deliver annual investment reviews to clients
Review client needs and recommend investment solutions
Maximize client satisfaction to ensure client retention
Complete regulatory investment reviews monthly

Requirements

What you’ll need

One year of successful investment and/or portfolio management experience
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 another related field of study
Demonstrated commitment to professional development, including a desire to attain CFA/CFP designation
Demonstrated knowledge of industry practices and regulations
Ability to meet compliance requirements imposed by state and federal law and regulation
Ability to occasionally lift and carry up to 20 lbs
Ability to frequently lift and carry up to 10 lbs
Ability to frequently sit, stand and drive

Benefits

Comp & perks

Holistic wellbeing benefits and programs
Incentive eligibility (role is incentive eligible)