FFB
Wealth Advisor II
IL - Chicago - North Peoria · Mid · Internship
Sponsorship not specifiedDetected 30 days ago
Business DevelopmentCommunicationCollaborationCFA
About the role
- We do them in a way that is relevant to our clients.
- 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.
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
- Utilization of financial planning to drive client retention and acquisition
- Knowledge of investment solutions, risk management, asset allocation and program design
Nice to have
- Serves as client's primary point of contact.
- Selects specific FFB asset allocation strategies according to client goals and risk tolerances.
- Coordinates unique portfolio requirements or client situations with FFB Investment Committee
- Communicates updates to FFB portfolio strategies to clients and prospects
- 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
- Five (5) years of successful investment and/or portfolio management experience
- experience working with clients with investment management and financial planning needs of medium complexity
Compensation
- $74,000/annually to $100,000/annually
- Incentive Eligibility
- All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
- Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
Benefits
- We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
- Please review our Benefits Guide.
Company info
- We are an E-Verify Employer.
This listing is sourced directly from FFB's careers page and normalized into a canonical job model.