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First Financial Bank

Wealth Advisor II

Cincinnati, OH · On-site

$74K - $100K/yr

CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge ... Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or ...

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How much do cfp intern jobs pay per hour?

As of Jul 8, 2026, the average hourly pay for cfp intern in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.36 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFP Intern, and why are they important?

To thrive as a CFP Intern, you need a foundational understanding of financial planning principles, strong analytical skills, and typically be enrolled in or have completed coursework toward a CFP certification. Familiarity with financial planning software such as eMoney, MoneyGuidePro, and Microsoft Excel is common, along with knowledge of industry regulations. Strong communication, attention to detail, and a client-focused mindset set exceptional interns apart. These skills ensure accurate financial analysis, effective teamwork, and a high level of client service, which are critical for success in the financial planning profession.

What is a CFP Intern?

A CFP Intern is a student or recent graduate who is working in a financial planning firm or related organization, typically while pursuing or planning to pursue the Certified Financial Planner (CFP) designation. The internship provides hands-on experience in financial planning, client service, and research under the supervision of certified professionals. This role helps interns gain practical skills, understand industry practices, and prepare for a career as a financial planner. CFP Interns may assist with data gathering, preparing financial plans, and supporting advisors in client meetings.

What types of projects and tasks can a CFP Intern expect to work on during their internship?

As a CFP Intern, you can expect to assist with a variety of projects such as preparing financial plans, conducting client research, supporting client meetings, and helping with investment analysis. Interns often collaborate closely with certified financial planners and other team members to gather data, compile reports, and ensure that client information is accurate and up to date. This role typically offers hands-on exposure to real client scenarios, compliance procedures, and financial planning tools, making it an excellent opportunity for skill development and professional growth in the financial planning industry.
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Wealth Advisor II

First Baptist Church of Alamance

Cincinnati, OH

$74K - $100K/yr

Full-time

Posted 4 hours ago

Job description

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/year to $100,000/year

      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.

      Apply