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Investment Advisor - Wealth & Client
Job in
Bowling Green, Wood County, Ohio, 43403, USA
Listed on 2026-06-04
Listing for:
Yourstatebank
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Yourstatebank in Bowling Green, Ohio, is looking for an Investment Advisor to provide brokerage and investment services to clients. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least four years of relevant experience. Responsibilities include identifying client financial needs, recommending investment products, and ensuring compliance with regulations. Strong relationship management, communication, and sales skills are essential.
The position supports career advancement within the growing community bank.
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