[Close] 

Wealth Advisor I

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 assists senior investment offices in preparing and reviewing client presentations and proposals
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
Provides investment client support to senior investment officers which include handling of account transitions, diversification of concentrated positions, strategy reconciliations, cash management needs, and bond reinvestment
Maintains relationships with existing clients. Assists in delivering annual investment reviews to Senior Investment Officer's clients.
Maximizes client satisfaction to ensure retention of clients; assists Senior Investment Officers in expanding relationships by reviewing needs and recommending investment solutions
May assist Senior Investment Officers in the completion of regulatory investment reviews
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.



Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Associate Wealth Advisor
Indianapolis, IN BKD, LLP
Chase Wealth Management - Financial Advisor - ...
Indianapolis, IN JPMorgan Chase
Chase Wealth Management - Financial Advisor - ...
Merrillville, IN JPMorgan Chase
Wealth Management Advisor II.
Indianapolis, IN Fifth Third Bank
Financial Advisor (Wealth Management) - W. Laf...
West Lafayette, IN TIAA