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Associate Wealth Advisor

Yellow Cardinal Advisory Group - a First Financial Bank company

Last Updated: 4/25/24

Job Description

Essential Functions/Responsibilities

  • Assists with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans
  • Maximizes client satisfaction to ensure retention of clients; aids more Senior Wealth Advisors in expanding relationships by assisting with sales and service efforts
  • May work with Retail/Commercial business partners on less complicated sales opportunities where appropriate
  • Complete certain client requested actions as directed by supervisor
  • Assists in the completion of various tasks within the appropriate Wealth operating systems (e.g. AddVantage, Investor’s View) as instructed by supervisor
  • Other tasks as directed by supervisor
  • May be asked to assist on department projects as needed
  • Completion of CFP program within 2 years

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • 0-3 years of experience in professional environment
  • Bachelor’s degree required
  • Proficient in Outlook, Word, Excel, PowerPoint and other general operation systems

Preferred Knowledge and Skills

Level of Complexity and Scope

  • Experience in banking or financial services preferred

Degree of Independence and Decision-Making

  • May require some supervision in order to complete tasks

Company Details