What are the responsibilities and job description for the Wealth Advisor I position at First Financial Bancorp?
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Job Profile Summary
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. Deliver annual investment reviews to clients.
- Expands client relationships by reviewing needs and recommending investment solutions.
- Maximizes client satisfaction to ensure retention of clients.
- Complete regulatory investment reviews on a monthly basis.
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
Compliance Statement
Development and Training
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