First Bank is seeking a Wealth Planning Associate. The Wealth Planning Associate role is a sales support position, providing support to multiple Advisors on the Wealth Management team. This individual will be passionate about wealth planning, coordination with various advisors, and providing the best customer service to our clients.

Job Description

• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis
• Conduct analyses on key issues impacting client to determine root cause and propose solutions
• Coordination between Advisors and clients to meet analytical requirements and timeline
• Build and maintain strong relationships with key business stakeholders
• Assist Wealth Management Advisors with creating financial plans, wealth plans, and retirement strategies
• Demonstrate thorough ability and knowledge of financial reporting methodologies and tools.
• Drive research analysis independently with directional guidance from Leadership.
• Maintain/Optimize tools/reports to provide for meaningful financial analysis.
• Partner with internal stakeholders, sharing knowledge, and building relationships.

Qualifications

• Bachelor's degree in Finance, Accounting, or relevant field is strongly preferred
• Excellent verbal, written, presentation and relationship skills and someone who is self-motivated and possesses strong critical thinking and analytical skills
• Must be a Certified Financial Planner
• Investment license is a plus
• Experience with Moneyguide pro and Naviplan are preferred
• 2+ years' experience in Wealth or Financial planning preferably with a wealth management team or other large financial advisory firm

About Us:

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity:

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.