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Wealth Investment Advisor - Bank-Backed & Strategy
Job in
Bowling Green, Wood County, Ohio, 43403, USA
Listed on 2026-09-05
Listing for:
Sb Financial Group Inc.
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales
Job Description & How to Apply Below
State Bank seeks an Investment Advisor to deliver brokerage and investment services to clients in a compliant, client-focused manner. You’ll identify financial needs, recommend suitable products, and execute orders while maintaining strong client relationships across the bank’s footprint.
You will manage referrals, stay current on FINRA/SEC regulations, and pursue licenses as required. Travel within the bank’s footprint is expected.
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