First Financial Bank is seeking a Wealth Advisor to be the primary contact for Wealth clients, building and maintaining relationships while delivering goals-based investment strategies and financial planning.
You will develop deep knowledge of clients’ financial and family situations, implement asset allocation, lead annual reviews, and collaborate with the Investment Committee to meet regulatory requirements.
#J-18808-Ljbffr
Senior Wealth Advisor - Client Relationships & Strategy in Grand Rapids employer: First Financial Bank
First Financial Bank is an exceptional employer that prioritizes employee development and fosters a collaborative work culture. As a Senior Wealth Advisor, you will enjoy comprehensive benefits, including professional growth opportunities and a supportive environment that encourages innovation and client-focused strategies, all while working in a vibrant community that values financial well-being.
