First Financial Bank

Wealth Advisor II

First Financial Bank

1 month ago
Chicago, IL
Onsite
Full Time
Senior
0 applicants
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First Financial Bank
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About this role

The Wealth Advisor is responsible for building and maintaining client relationships by providing tailored investment management strategies and financial plans. They act as the primary contact for clients, aiming to maximize satisfaction, retention, and acquisition through personalized financial guidance.

Skills

Qualifications

Bachelor’s Degree in Business or related fieldCFA or CFP certification
First Financial Bank

About First Financial Bank

ffin.com

N/A

About First Financial Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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