VP Wealth Relationship Manager
We’re always looking for bright individuals to join our growing organization. As part of the First Financial Family, we invest in your development and provide a dynamic work environment where you’re challenged, valued, and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
About the role
Office Location: Abilene, Texas, United States
This role focuses on developing new relationships and deepening current ones through networking with existing clients, partnership with bank officers, centers of influence (including attorneys, accountants, and business professionals), and community engagement. The business is centered on long-term relationships providing financial advisory services across multiple business lines.
Responsibilities
- Develop new relationships and manage an existing book of clients.
- Build a network of referral sources and establish brand identity within the community.
- Actively participate in the Customer Service First program, support organizational values, and follow established policies and procedures.
Requirements
- Bachelor’s degree in accounting or finance is required.
- At least four years of experience in investment management, registered investment advisory, trust management, or law is preferred.
- Strong salesmanship, knowledge, confidence, human relation skills, and communication techniques.
- Accuracy, attention to detail, self-motivation, dedication, and imagination.
- Professional demeanor and excellent communication skills.