Wealth Advisor – Retirement Services Officer

Location: Indiana, Kentucky, Tennessee (On-Site)

Status: Full-Time, Salary Exempt

Why Join First Financial Bank?

If you're a client-focused financial professional with a deep understanding of retirement accounts and fiduciary principles, the Wealth Advisor – Retirement Services Officer role may be a great fit. In this position, you’ll help clients achieve their long-term financial goals by managing and growing retirement relationships, ensuring regulatory compliance, and delivering expert-level service. This is an opportunity to contribute to a high-performing team while making a meaningful impact in the lives of individuals and families preparing for the future.

What You’ll Do

• Manage Retirement Accounts: Administer Individual Retirement Accounts (IRAs), SEP, and SIMPLE Plans in compliance with applicable laws and regulations.
• Deliver Client Service: Provide timely, professional support, guidance, and education to clients and plan sponsors.
• Ensure Compliance: Calculate RMDs, review tax reporting forms (1099-R, 5498), and ensure required documentation is current and accurate.
• Partner on Investments: Collaborate with internal investment professionals to offer tailored investment guidance to clients.
• Support Qualified Plans: Assist with education meetings and administration of employer-sponsored retirement plans.
• Generate New Business: Develop and maintain client relationships while identifying opportunities to expand services.
• Enhance Strategy: Participate in marketing efforts and contribute to the team’s sales strategy and goals.
• Foster Internal Collaboration: Coordinate with Wealth Management, Commercial Lending, and other internal partners to deliver comprehensive financial solutions.
• Stay Informed: Maintain up-to-date knowledge of retirement regulations and financial planning best practices.

What We’re Looking For

• Bachelor’s degree or equivalent experience.
• 5+ years of experience working with individual or qualified retirement accounts or fiduciary accounts.
• Advanced credentials such as CPA®, CFP®, CRSP®, or CISP® preferred.
• Deep knowledge of investment strategies, retirement planning, and regulatory compliance.
• Strong analytical and problem-solving skills with a client-focused approach.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Proven ability to manage multiple client relationships and competing priorities.
• Comfort in delivering presentations and discussing investment strategies with clients.
• Analytical problem-solving skills and attention to detail
• High ethical standards and ability to maintain client confidentiality
• Ability to commute to the primary work location and occasionally to other work locations within driving distance.
• Ability to remain in a stationary position for up to 75% of an eight (8) hour workday.
• Ability to review information and details at close range (within a few feet).

What We Offer

• Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance.
• Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits.

• Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays.
• Growth Opportunities: Tuition assistance and professional development programs.
• A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do.

Who We Are

First Financial Bank is a dynamic financial institution with over $5.5 billion in assets and a proud history dating back to 1834. With 83 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community.

Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future!

Ready to Join Us?

Apply now and take the next step in your banking career! We review all applications and will respond promptly.

First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, or any other Federal or State legally protected classes.