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Client Advisor - Wealth Management

First Commonwealth BankIndependence, OH
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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Benefits
Career Development
401k Matching/Retirement Savings

Job Description

The Client Advisor position is responsible for driving business development initiatives while managing and expanding a portfolio of high net worth clients. This multifaceted role requires a combination of consultative sales expertise, relationship management skills, and comprehensive wealth planning knowledge. Key responsibilities include prospecting for new client relationships, delivering financial planning solutions, fostering client retention, and collaborating with a team of wealth management specialists to grow the high net worth business of First Commonwealth Advisors.

Business development efforts are generated through referrals from bank partners, centers of influence, and existing client relationships. The Client Advisor serves as a trusted advisor, providing guidance across a broad range of wealth management disciplines, including financial planning, retirement planning, and estate planning.

Success in this role requires a strong understanding of wealth management principles, exceptional relationship-building abilities, and the capacity to communicate complex financial concepts clearly and effectively. The Client Advisor must work collaboratively with internal specialists to deliver integrated wealth management strategies, exceed client expectations, and support the achievement of individual and organizational growth objectives.

Key skill sets include:

  • Business development and client acquisition
  • High net worth client relationship management
  • Financial, retirement, and estate planning
  • Client retention and service excellence
  • Strategic networking and referral development
  • Effective communication of complex financial concepts
  • Cross-functional collaboration and teamwork

Bona Fide Occupational Qualifications___

  1. Bachelor's Degree in Business, Accounting, or related field preferred. Must be knowledgeable in Account Administration. CFP, CTFA, CPA preferred.

  2. A minimum of five (5) years related experience preferred.

  3. Financial Planning software and capabilities.

  4. Strong personal and sales skills required.

  5. A valid driver's license and regional travel required.

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FAQs About Client Advisor - Wealth Management Jobs at First Commonwealth Bank

What is the work location for this position at First Commonwealth Bank?
This job at First Commonwealth Bank is located in Independence, OH, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at First Commonwealth Bank?
Employer has not shared pay details for this role.
What employment applies to this position at First Commonwealth Bank?
First Commonwealth Bank lists this role as a Full-time position.
What experience level is required for this role at First Commonwealth Bank?
First Commonwealth Bank is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by First Commonwealth Bank for this role?
First Commonwealth Bank offers following benefits: Career Development and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at First Commonwealth Bank?
You can apply for this role at First Commonwealth Bank either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.