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Financial Services Financial Consultant

Senior Retirement Plan Advisor & Wealth Strategist

Job in Sylvania, Lucas County, Ohio, 43560, USA
Listing for: State Bank
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial institution in Sylvania, Ohio is seeking a Retirement Plan Wealth Advisor. In this full-time role, you will serve as the primary fiduciary advisor for employer-sponsored retirement plans and nurture individual wealth relationships. Your responsibilities include leading plan management, providing compliance guidance, and enhancing client relationships. The ideal candidate has at least 5 years of experience and a Bachelor’s in finance or related field, with additional certifications preferred.

This role also requires a consultative approach and strong analytical skills.
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Position Requirements
10+ Years work experience
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