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Wealth Management Investment Advisor
Job in
Celina, Mercer County, Ohio, 45822, USA
Listed on 2026-05-31
Listing for:
Citizens National Bank
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Citizens National Bank is seeking an Investment Representative for our Celina market. This full-time position involves portfolio management, client communication, and leading wealth management meetings. You will develop financial plans, conduct client reviews, and assist with insurance and retirement planning.
The ideal candidate should possess a bachelor’s degree in business or finance, appropriate investment licensing, and excellent communication skills. Competitive benefits include company-paid life insurance and generous paid time off.
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