Wealth Advisor 4
About the job
- Ten years of successful investment and/or portfolio management experience, including experience serving clients with sophisticated investment management and financial planning needs.
- Experience managing client relationships.
- Knowledge of investment solutions, risk management, asset allocation, and program design.
- Extensive experience using financial planning software.
- Bachelor’s degree in Business or another related field of study is preferred but not required for the role.
- CFA or CFP certification is strongly preferred.
- The associate must meet all compliance requirements imposed by state and federal law and regulation, including Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Assets Control, suspicious activity reporting, and other lending and deposit compliance requirements.
- Serve as the client’s primary point of contact and deliver client service standards to maximize satisfaction, retention, and acquisition.
- Generate sales leads through cross-functional collaboration, centers of influence, and personal contacts.
- Gather personal data and information about clients’ financial situations, goals, objectives, and risk to develop a comprehensive client perspective.
- Select and implement asset allocation strategies according to client goals and risk tolerances for new and incremental assets within client accounts.
- Coordinate unique portfolio requirements and client situations with the investment committee.
- Deliver annual investment reviews to clients and communicate portfolio strategy updates to clients and prospects.
- Use financial planning to drive client retention and acquisition.
- Serve on the investment committee as a client advocate and strategy consultant.
- Complete regulatory investment reviews for assigned client accounts and comply with departmental guidelines.
- Extensive business development experience.
- Strong communication and presentation skills, including the ability to articulate investment management and financial planning options to clients.
- Experience in banking or financial services.
- Commitment to professional development.
- Knowledge of industry practices and regulations.
About the company
First Financial Bank is a regional bank serving individuals and local businesses. It offers personal banking products such as checking and savings accounts, mortgage and home equity loans, and digital services like online and mobile banking for remote deposits, bill pay, and account management. For businesses, it provides commercial banking tools tailored to local clients. The bank makes money mainly from interest on loans and fees for services. It stands out by focusing on local needs and security, providing resources to help customers protect themselves from fraud and by maintaining a physical network of branches and ATMs alongside digital platforms. Its goal is to help customers manage money securely and conveniently while supporting the financial needs of the regional community.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Cincinnati, Ohio
Founded
1863
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Simplify's Take
What believers are saying
- Finward adds 24 Peoples Bank centers and $1.7 billion deposits in Northwest Indiana.
- The deal is 5% EPS accretive with only 0.4% tangible book dilution.
- Q2 2026 loans grew to $13.7 billion and deposits to $17.7 billion.
What critics are saying
- Q2 2026 revenue missed estimates at $264.2 million, signaling weak execution.
- Efficiency ratio hit 61.2% in Q2 2026, crushing profitability leverage.
- Finward closing needs regulators and shareholders; any delay or denial kills 2026 synergies.
What makes First Financial Bank unique
- First Financial Bancorp posted 143 consecutive profitable quarters by June 30, 2026.
- Its Midwest acquisition machine closed Westfield in 2025 and targets Finward in Q4 2026.
- Management generated record adjusted EPS of $0.80 in Q2 2026 despite integration noise.
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Benefits
Performance Bonus
Company News
OFG Bancorp led regional banks in Q2 earnings, reporting revenues of $190.3 million, up 4.4% year on year and beating analyst expectations by 3.9%. The Puerto Rico and US Virgin Islands-focused bank exceeded estimates for both earnings per share and net interest income. First Financial Bancorp posted weaker results, with revenues of $262.7 million missing analyst forecasts by 2.9% despite growing 15.8% year on year. The stock fell 8.8% following the announcement. Regional banks face challenges including fintech competition, deposit outflows to higher-yielding alternatives, and concerns about commercial real estate exposure. However, they benefit from improved net interest margins, digital transformation, and local economic growth driving loan demand.
CINCINNATI, July 22, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (NASDAQ:HLMN) (the "Company", "Hillman Group", or "Hillman"), a leading provider of hardware and related products,
First Financial Bancorp reported Q2 2026 results that missed analysts' revenue expectations. The regional banking company posted sales of $264.2 million, falling short of the $270.7 million estimate, despite a 16.5% year-on-year increase. Net interest income reached $190.4 million, below the expected $194.5 million. The company's efficiency ratio came in at 61.2%, missing estimates of 56.9%. However, First Financial Bancorp's adjusted earnings per share of $0.80 matched analyst forecasts. Tangible book value per share was $16.64, broadly in line with expectations and up 6.6% year on year. The bank, which traces its roots to 1863, provides commercial banking, lending, deposit services, and wealth management. Net interest income represents 72.1% of its total revenue over the past five years.
First Financial to acquire Finward Bancorp for $208 million
Finward holders would receive 1.35 First Financial shares each; closing is expected in Q4 2026, pending regulatory approvals and Finward shareholder approval.