OfferDrill.

Jobs › First Financial Bank

This position has closed. First Financial Bank removed this listing from their careers page on Oct 6, 2026. The interview prep below is still useful, and there are similar open roles at the bottom of this page.

Wealth Advisor II

First Financial Bank · Chicago, IL · Full time

Posted Feb 13, 2026 · We last checked this listing on Oct 5, 2026

Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Walk me through how you gather information about a new client's finances, family and goals.

What they are checking: Whether they ask deep enough questions to build a goals-based plan instead of jumping to products.

Tell me about a time you kept a client from making an emotional decision during a market drop.

What they are checking: Whether they can lead clients through volatility with calm, clear communication.

How do you build a pipeline of new wealth clients through centers of influence and internal partners?

What they are checking: Whether they have a real plan for acquiring clients, not only maintaining existing ones.

Tell me about a client relationship you grew by understanding something beyond their investments.

What they are checking: Whether they see the whole financial picture and use it to deepen the relationship.

What would you do

A client's situation doesn't fit any of the firm's standard models. How do you handle that?

What they are checking: Whether they know when and how to bring unique needs to the Investment Committee rather than forcing a fit.

What do you cover in an annual investment review, and how do you make it useful to the client?

What they are checking: Whether reviews are real conversations about goals and changes, not just performance reports.

A long-time client is unhappy with returns compared to a friend's portfolio. How do you respond?

What they are checking: Whether they can reframe performance around the client's goals and risk while taking the concern seriously.

How do you keep up with the needs of a client whose family situation changes, like a divorce or a death?

What they are checking: Whether they handle sensitive life events with care and update the plan accordingly.

About the work

How do you assess a client's risk tolerance, and what do you do when their stated tolerance doesn't match their behavior?

What they are checking: Whether they understand that risk capacity and comfort can differ and how that shapes allocation.

How would you choose an asset allocation strategy for a couple five years from retirement?

What they are checking: Whether they connect allocation to time horizon, income needs and sequence of returns risk.

Practice this interview out loud.

Offer builds a real interview for this exact role at First Financial Bank from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

Practice this out loud

The full job description

As published by First Financial Bank.

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! 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. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/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 • Coordinates unique portfolio requirements or client situations with FFB Investment Committee • Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects • Utilization of financial planning to drive client retention and acquisition • 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 Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job • 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 • Relationship management experience with clients is required • Knowledge of investment solutions, risk management, asset allocation and program design • Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills • Business development experience is a plus • Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients • Experience in banking or financial services is preferred • Bachelor’s degree in Business or other related field of study • CFA/CFP is preferred • Demonstrated commitment to professional development • Demonstrated knowledge of industry practices and regulations Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities • N/A Physical Requirements • Occasionally lifts and carries up to 20 lbs • Frequently lifts and carries up to 10 lbs • Frequently sits, stands and drives Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Pay Range: $74,000/annually to $100,000/annually Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide . Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.