Wealth Advisor II

Become a Wealth Advisor II at First Financial Bank and serve as the primary point of contact with Wealth clients, developing a deep knowledge of their financial and family situation to structure a goals-based investment management strategy and financial plan.

Requirements

• Serves as client's primary point of contact
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee
• Delivers annual investment reviews to clients
• Completes regulator investment review requirements for assigned client accounts

Benefits

• 401k Matching
• Retirement Plan
• Paid Time Off