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Wealth Planning & Relationship Lead
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 Wealth Advisor at Croghan Colonial Bank’s Wealth Management and Trust Department acts as a primary relationship manager and fiduciary advisor, coordinating planning, investments, and banking resources to meet clients’ goals. This planning-focused role emphasizes fiduciary relationships within a bank trust environment.
Key duties include client reviews, translating complex concepts for clients, and collaborating with attorneys, CPAs, and other professionals.
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