Newrez LLC
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
Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
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. Implements FFB asset allocation strategies for new and incremental assets within client accounts
Coordinates unique portfolio requirements or client situations with FFB Investment Committee
Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
Utilization of financial planning to drive client retention and acquisition
Serves on the FFB Investment Committee as client advocate and strategy consultant
Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs
Relationship management experience with clients is required
Knowledge of investment solutions, risk management, asset allocation and program design
Demonstrated knowledge and use of financial planning software
Preferred Knowledge and Skills
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
CFA/CFP is preferred
Demonstrated commitment to professional development
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.
Development and Training Pay Range: $100,000/year – $125,500/year
Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates’ holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
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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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
Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
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. Implements FFB asset allocation strategies for new and incremental assets within client accounts
Coordinates unique portfolio requirements or client situations with FFB Investment Committee
Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
Utilization of financial planning to drive client retention and acquisition
Serves on the FFB Investment Committee as client advocate and strategy consultant
Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs
Relationship management experience with clients is required
Knowledge of investment solutions, risk management, asset allocation and program design
Demonstrated knowledge and use of financial planning software
Preferred Knowledge and Skills
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
CFA/CFP is preferred
Demonstrated commitment to professional development
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.
Development and Training Pay Range: $100,000/year – $125,500/year
Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates’ holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
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.
#J-18808-Ljbffr