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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Knowledge of account administration
- Financial planning software capabilities
- Strong personal and sales skills
- Valid driver's license
- Regional travel
- Bachelor's degree in Business, Accounting, or a related field
- At least five years of related experience
- CFP, CTFA, or CPA certification
What We Do
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals. Our success is built on creating an authentic community banking experience, delivered by caring and talented employees. Each team member is valued for the ideas they bring to the table, knowing we make stronger business decisions through the diversity of our workforce. We are committed to developing thoughtful leaders who want to make a difference in the places we live and work through careers in banking. Member FDIC FCB NMLS # 479240
