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Senior Wealth Planner & Fiduciary Strategist
Job in
Fremont, Sandusky County, Ohio, 43420, USA
Listed on 2026-08-17
Listing for:
The Croghan Colonial Bank
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Croghan Colonial Bank is seeking a Senior Wealth Advisor to lead large, complex relationships within its Wealth Management and Trust Department in Ohio. This planning-focused senior role integrates fiduciary judgment, estate planning coordination, investment discussions, and business development to deliver sophisticated wealth strategies.
You will mentor junior advisors, collaborate with attorneys and CPAs, and originate major client opportunities while upholding Croghan’s fiduciary
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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