Senior Wealth Planner & Fiduciary Advisor
Listed on 2026-11-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Croghan Colonial Bank in Fremont, OH is seeking a Trust & Wealth Advisor to manage client relationships within the Wealth Management and Trust Department. You will coordinate planning, fiduciary, banking, tax, and legal resources to support client goals and ensure timely execution, all within a bank trust environment.
The role emphasizes planning-oriented advice, collaboration with lawyers and CPAs, and development of lasting client relationships in a community banking setting.
This posting is for the Senior Wealth Planner & Fiduciary Advisor role at Croghan Colonial Bank, based in Fremont, OH, United States.
We would love to welcome a new Senior Wealth Planner & Fiduciary Advisor to our group in Fremont, OH, United States.
For the Senior Wealth Planner & Fiduciary Advisor position at Croghan Colonial Bank, we are reviewing applications now.
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