More jobs:
Senior Wealth Strategist: Fiduciary & Estate Planning
Job in
Fremont, Sandusky County, Ohio, 43420, USA
Listed on 2026-09-06
Listing for:
Croghan Colonial Bank
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Croghan Colonial Bank seeks a Senior Wealth Advisor to lead high-complexity relationships within its Wealth Management and Trust Department. You will integrate financial planning, tax-aware wealth strategy, and fiduciary coordination to deliver strategic guidance to family offices and executives.
Ideal candidates hold CFP/CPA, JD/CTFA/CPWA/CIMA/CFA/AEP credentials or equivalent experience and will mentor others while driving business development within a fiduciary bank setting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×